Streamline Healthcare Solutions, Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Streamline Healthcare Solutions, Llc · EIN 421577938 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $24,067 |
| Creative Planning | Investment advisory (plan), Direct payment from the plan | $5,000 |