Emergency Physicians Professional Association Profit Sharing 401(k) Plan
Sponsored by Emergency Physicians Professional Association · EIN 410949999 · Plan #001
- Total assets
- $294M
- Net assets
- $294M
- Active participants
- 487
- With balances
- 678
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 |
|---|---|---|
| Everest Financial Group Llc CRD 137260 | deterministic · 100% | 2024 |
| The Advocate Group, Llc CRD 155270 | deterministic · 100% | 2024 |
| Oceanside Advisors Llc CRD 170307 | deterministic · 100% | 2024 |
| Larson Financial Group, Llc CRD 140599 | deterministic · 100% | 2024 |
| Boulay Financial Advisors, Llc CRD 111334 | deterministic · 100% | 2024 |
| Mutual Advisors, Llc CRD 167658 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $146,359 |
| Everest Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $49,030 |
| The Advocate Group Llc | Investment advisory (participants), Direct payment from the plan | $14,456 |
| Oceanside Advisors Llc | Investment advisory (participants), Direct payment from the plan | $10,363 |
| Cliftonlarsonallen | Investment advisory (participants), Direct payment from the plan | $10,244 |
| Larson Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $10,040 |
| Boulay Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $9,557 |
| Mutual Advisors Llc | Investment advisory (participants), Direct payment from the plan | $8,614 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $5,201 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $2,075 |