Primary Care Solutions 401(k) Plan
Sponsored by Primary Care Solutions, Inc. · EIN 473727824 · Plan #001
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 148
- With balances
- 172
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 |
|---|---|---|
| Prospera Financial Services, Inc. CRD 10740 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proaccount | Investment advisory (participants) | $21,406 |
| Nationwide | Recordkeeping, Custodial (securities) | $16,152 |
| Cecilco | Contract administrator, Consulting (pension) | $6,216 |
| Prospera Financial Services | Investment advisory (plan), Investment management fees (indirect) | $0 |