Primary Care Partners, Inc. 401(k) Profit Sharing Plan
Sponsored by Primary Care Partners, Inc. · EIN 841456669 · Plan #001
- Total assets
- $46.3M
- Net assets
- $46.3M
- Active participants
- 210
- With balances
- 366
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (participants), Direct payment from the plan | $72,212 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $37,665 |
| Lpl Financial Rpcp | Investment management, Direct payment from the plan | $25,000 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,069 |