AUMdb

First Coast Cardiovascular Institute 401(k) Profit Sharing Plan & Trust

Sponsored by First Coast Cardiovascular Institute · EIN 470854466 · Plan #001

Total assets
$5.1M
Net assets
$5.1M
Active participants
125
With balances
145

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
Nesteggs Retirement Plan Services, Inc. CRD 133507 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nesteggs Retirement Plan Svcs, Inc. Claims processing, Recordkeeping, Investment management $35,686