AUMdb

Southeast Valley Gastroenterology Consultants, P.C. 401(k) Profit Sharing Plan

Sponsored by Southeast Valley Gastroenterology Consultants, P.C. · EIN 860737298 · Plan #002

Total assets
$11.8M
Net assets
$11.8M
Active participants
93
With balances
93

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Onedigital Investment Advisors Llc Investment advisory (plan) $9,560
Empower Annuity Insurance Company Recordkeeping fees $4,745