Sharp Rees Stealy Medical Group, Inc. Cash Balance Pension Plan
Sponsored by Sharp Rees Stealy Medical Group, Inc · EIN 330106028 · Plan #005
- Total assets
- $55.4M
- Net assets
- $55.4M
- Active participants
- 254
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kravitz, Llc | Consulting (pension), Direct payment from the plan | $81,525 |
| Mg Trust Company D/B/A Matrix Trust | Recordkeeping, Trustee (institutional), Redemption fees | $61,336 |
| Matrix Financial Solutions (Mfs) | Recordkeeping, Redemption fees, Shareholder servicing fees | $27,322 |