AUMdb

Physicians' Clinic Of Iowa, P.C. 401(k) Profit Sharing Plan

Sponsored by Physicians' Clinic Of Iowa, P.C. · EIN 421462899 · Plan #013

Total assets
$114M
Net assets
$114M
Active participants
458
With balances
535

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $60,000
Empower Annuity Insurance Company Recordkeeping fees $47,712