Northwest Surgical Specialists, P.C. 401(k) Profit Sharing Plan
Sponsored by Northwest Surgical Specialists, P.C. · EIN 910866217 · Plan #002
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 417
- With balances
- 555
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investment Inst. Op. Co. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $25,987 |
| Strategic Advisors, Inc | Investment advisory (plan) | $17,632 |