Boice Willis Clinic, P.A. 401(k) And Profit Sharing Plan
Sponsored by Boice Willis Clinic, P.A. · EIN 561025986 · Plan #003
- Total assets
- $97.0M
- Net assets
- $97.0M
- Active participants
- 290
- With balances
- 357
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 |
|---|---|---|
| Modera Wealth Management, Llc CRD 155649 | deterministic · 100% | 2024 |
| Curi Capital, Llc CRD 134249 | fuzzy_auto · 95% | 2024 |
| Whitener Capital Management, Inc CRD 106865 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Modera Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $73,821 |
| Curi Rmb Capital Llc | Investment advisory (participants), Direct payment from the plan | $44,671 |
| Whitener Capital Management In | Investment advisory (participants), Direct payment from the plan | $19,994 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $6,058 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,141 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |