AUMdb

Capital Area Pediatrics, Inc. Profit Sharing Plan

Sponsored by Capital Area Pediatrics, Inc. · EIN 541881904 · Plan #001

Total assets
$39.3M
Net assets
$39.3M
Active participants
177
With balances
237

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
Janney Montgomery Scott Llc CRD 463 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Janney Montgomery Scott, Llc. Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) $75,502
Nwps Recordkeeping, Participant loan processing, Direct payment from the plan $42,826