Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan
Sponsored by Evansville Surgical Associates, Inc. · EIN 351171048 · Plan #001
- Total assets
- $29.6M
- Net assets
- $29.6M
- Active participants
- 111
- With balances
- 147
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 |
|---|---|---|
| Thoroughbred Financial Services, Llc CRD 47893 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Thoroughbred Financial Services | Investment advisory (participants), Investment advisory (plan) | $67,089 |
| The Vanguard Group, Inc. | Recordkeeping, Custodial (securities), Participant loan processing | $14,315 |
| Employee Benefit Services, Inc. | Plan administrator | $13,418 |
| Charles Schwab & Co., Inc. | Securities brokerage commissions | $208 |
| Ascensus, Llc | Recordkeeping, Custodial (securities), Trustee (institutional) | $0 |