Atlanta Heart Specialists, Llc 401(k) Plan
Sponsored by Atlanta Heart Specialists, Llc · EIN 582563008 · Plan #001
- Total assets
- $20.5M
- Net assets
- $20.5M
- Active participants
- 105
- With balances
- 142
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 |
|---|---|---|
| Kinwell Llc CRD 290449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kinwell Llc | Investment management, Investment management fees (direct) | $96,377 |
| Alliance Pension Consultants | Recordkeeping, Participant communication, Consulting (general) | $11,665 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities) | $0 |