Palo Verde Hematology Oncology 401 K Profit Sharing Plan & Trust
Sponsored by Palo Verde Hematology Oncology, Ltd · EIN 860416050 · Plan #001
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 316
- With balances
- 208
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities Llc Peartree | Investment advisory (plan) | $40,658 |
| Nationwide | Claims processing, Contract administrator, Recordkeeping | $39,515 |