Bolton Veterinary Hospital, P.C. 401(k) Profit Sharing Plan
Sponsored by Bolton Veterinary Hospital, P.C. · EIN 060860429 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 93
- With balances
- 135
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $22,706 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Trustee (institutional) | $11,751 |