North Florida Women's Care, P.A. Retirement Plan
Sponsored by North Florida Women's Care, P.A. · EIN 592825211 · Plan #002
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 79
- With balances
- 111
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 |
|---|---|---|
| Integrated Wealth Concepts Llc CRD 284656 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Integrated Wealth Concepts Llc | Investment advisory (plan) | $26,677 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $13,485 |