Kidz Medical Services, Inc. 401(k) Profit Sharing Plan
Sponsored by Kidz Medical Services, Inc. · EIN 650829983 · Plan #001
- Total assets
- $90.7M
- Net assets
- $90.7M
- Active participants
- 342
- With balances
- 432
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 |
|---|---|---|
| Wright Investors Service Inc CRD 106302 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First National Bank Of South Miami | Investment advisory (participants), Participant communication, Other services | $84,242 |
| Wright Investors' Service, Inc. | Investment advisory (plan), Investment management, Investment management fees (direct) | $84,242 |
| Benefit Plan Admin Services Inc. | Shareholder servicing fees, Sub-transfer agency fees, Custodial (securities) | $29,585 |