Southcoast Medical Group, Llc Profit Sharing 401(k) Plan
Sponsored by Southcoast Medical Group, Llc · EIN 582194871 · Plan #001
- Total assets
- $71.1M
- Net assets
- $71.1M
- Active participants
- 446
- With balances
- 696
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Caines, Hodges & Company, P.C. | Other fees | $17,300 |
| Voya Retirement Ins And Annuity Co | Investment advisory (participants), Investment management, Insurance mortality and expense | $0 |
| Definiti, Llc | Other services | $0 |
| Morningstar | Investment advisory (plan), Other commissions | $0 |
| Voya Retirement Advisors Llc | Investment advisory (participants) | $0 |