Allied Physicians Surgery Center, Llc 401(k) Profit Sharing Plan
Sponsored by Allied Physicians Surgery Center, Llc · EIN 352057452 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 126
- With balances
- 142
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 |
|---|---|---|
| Meeder Advisory Services, Inc CRD 106814 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| North American Ktrade Alliance, Llc | Recordkeeping fees | $30,376 |
| Meeder Advisory Services, Inc. | Investment management | $21,385 |
| Latitude Service Company, Inc | Recordkeeping | $5,475 |
| Charles Schwab Trust Bank | Custodial (securities) | $2 |
| Charles Schwab & Co, Inc. | Shareholder servicing fees, Securities brokerage commissions | $0 |