AUMdb

Anesthesia Services, P.A. 401 K Profit Sharing Plan

Sponsored by Anesthesia Services, P.A. · EIN 510298419 · Plan #005

Total assets
$118M
Net assets
$118M
Active participants
183
With balances
233

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors Llc Investment advisory (participants) $47,740
Wiley Bros. Aintree Capital Investment advisory (participants) $2,260
John Hancock Life Insurance Company Recordkeeping $572