Gastrointestinal Associates, S.C. Cash Balance Plan
Sponsored by Gastrointestinal Associates, S.C. · EIN 391735324 · Plan #003
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 121
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Llc | Investment advisory (plan), Investment management, Named fiduciary | $5,496 |