Sharp Rees Stealy Medical Group, Inc. Retirement Savings Plan
Sponsored by Sharp Rees Stealy Medical Group, Inc. · EIN 330106028 · Plan #002
- Total assets
- $246M
- Net assets
- $246M
- Active participants
- 848
- With balances
- 764
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab | Investment advisory (plan) | $187,497 |
| Morgan Stanley | Investment advisory (plan) | $71,894 |
| Lpl Financial | Investment advisory (plan) | $35,166 |
| Wells Fargo | Investment advisory (plan) | $28,420 |
| Nwps | Recordkeeping | $26,412 |
| Fidelity | Investment advisory (plan) | $25,216 |
| Stifel Nicolaus & Co | Investment advisory (plan) | $19,473 |
| Pershing | Investment advisory (plan) | $10,995 |
| Merrill Lynch | Investment advisory (plan) | $10,956 |
| Raymond James & Associates | Investment advisory (plan) | $10,825 |
| Ubs Financial | Investment advisory (plan) | $7,920 |
| Assetmark Trust Company | Investment advisory (plan) | $6,917 |