AUMdb

Metro West Anesthesia Group, Inc. 401(k) Plan

Sponsored by Metro West Anesthesia Group, Inc. · EIN 431648309 · Plan #001

Total assets
$96.5M
Net assets
$96.4M
Active participants
193
With balances
192

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
Larson Financial Group, Llc CRD 140599 deterministic · 100% 2024
Mercer Global Advisors Inc. CRD 147363 deterministic · 100% 2024
Ifg Advisors, Llc CRD 172329 deterministic · 100% 2024
Belpointe Asset Management Llc CRD 143440 deterministic · 100% 2024
Cetera Investment Advisers Llc CRD 105644 fuzzy_auto · 98% 2024
Moneta Group Investment Advisors, Llc CRD 104727 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Larson Financial Group Investment advisory (participants) $13,193
Mercer Global Advisors Investment advisory (participants) $8,919
Ifg Advisors Llc Investment advisory (participants) $8,639
Belpointe Asset Management Llc Investment advisory (participants) $7,382
Cetera Investment Advisors Llc Investment advisory (participants) $6,264
Moneta Group Investment Advisors Investment advisory (participants) $5,333