AUMdb

Cancer Center Of South Florida 401(k) Profit Sharing Plan And Trust

Sponsored by Cancer Center Of South Florida, Pllc · EIN 261666272 · Plan #001

Total assets
$8.7M
Net assets
$8.7M
Active participants
188
With balances
178

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $18,295
Global Retirement Partners Llc Investment advisory (plan) $8,127