Zephyr Anesthesia, Llc 401(k) Plan Trust
Sponsored by Zephyr Anesthesia, Llc · EIN 900685597 · Plan #001
- Total assets
- $29.9M
- Net assets
- $29.9M
- Active participants
- 24
- With balances
- 140
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 |
|---|---|---|
| Stokes Family Office Llc CRD 300899 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stokes Family Office Llc | Investment advisory (plan) | $24,754 |
| Stoeks Family Office | Investment advisory (plan) | $8,244 |
| Epgs | Legal | $4,023 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $2,046 |