Metropolitan Anesthesia Network Profit Sharing Plan
Sponsored by Metropolitan Anesthesia Network, Llp · EIN 411524692 · Plan #001
- Total assets
- $391M
- Net assets
- $391M
- Active participants
- 554
- With balances
- 657
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 |
|---|---|---|
| Advanced Capital Group, Inc. CRD 109673 | deterministic · 100% | 2024 |
| Murphy Pohlad Asset Management Llc CRD 109973 | deterministic · 100% | 2024 |
| Intellicents Investment Solutions Inc CRD 107498 | fuzzy_auto · 94% | 2024 |
| Bannerstone Capital Management, Llc CRD 147447 | deterministic · 100% | 2024 |
| Compass Capital Management, Llc CRD 150170 | deterministic · 100% | 2024 |
| Guardian Wealth Advisors, Llc CRD 143254 | deterministic · 100% | 2024 |
| Cahill Financial Advisors, Inc. CRD 109890 | deterministic · 100% | 2024 |
| Ghp Investment Advisors Inc CRD 107563 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Punch & Assoc Investment Manag | Investment advisory (participants), Direct payment from the plan | $115,046 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $45,137 |
| Advanced Capital Group Inc | Investment advisory (participants), Direct payment from the plan | $31,170 |
| Murphy Pohlad Asset Management | Investment advisory (participants), Direct payment from the plan | $16,997 |
| Intellicents Investment | Investment advisory (participants), Direct payment from the plan | $16,860 |
| Kovitz Investment Group Partne | Investment advisory (participants), Direct payment from the plan | $16,215 |
| Bannerstone Capital Management | Investment advisory (participants), Direct payment from the plan | $15,407 |
| Compass Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $13,605 |
| Guardian Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $9,710 |
| Cahill Financial Advisors Inc | Investment advisory (participants), Direct payment from the plan | $6,338 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $5,887 |
| Ghp Investment Advisors Inc | Investment advisory (participants), Direct payment from the plan | $5,675 |