The Salem Radiology Consultants, P.C Retirement Plan
Sponsored by Salem Radiology Consultants, P.C · EIN 930619379 · Plan #001
- Total assets
- $54.0M
- Net assets
- $54.0M
- Active participants
- 98
- With balances
- 130
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 |
|---|---|---|
| Aldrich Wealth, Limited Partnership CRD 147200 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $60,777 |
| Aldrich Wealth, Limited Partnership | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $41,000 |
| Moss Adams | Investment advisory (plan), Direct payment from the plan | $13,010 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $1 |
| Charles Schwab & Co, Inc. | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |