Gem State Radiology Cash Balance Plan #2
Sponsored by Gem State Radiology Llp · EIN 826041596 · Plan #005
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 110
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (plan), Investment management, Securities brokerage | $12,472 |