The Minnesota Epilepsy Group, P.A. 401(k) Profit Sharing Plan
Sponsored by Minnesota Epilepsy Group, Pa · EIN 411678253 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 146
- With balances
- 227
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 |
|---|---|---|
| The Financial Planning Company Llc CRD 284440 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Financial Planning Co. | Investment advisory (plan), Direct payment from the plan | $34,559 |
| American Trust Company | Trustee (discretionary), Contract administrator, Investment management | $24,510 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $17,325 |