Northern Colorado Anesthesia Professionals, Pllc 401 K Plan
Sponsored by Northern Colorado Anesthesia Professionals, Pllc · EIN 841439630 · Plan #001
- Total assets
- $66.8M
- Net assets
- $66.8M
- Active participants
- 113
- With balances
- 131
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (plan) | $187,607 |
| Tpp Retirement Plan Specialists | Recordkeeping | $8,012 |
| Raymond James Financial Services | Investment advisory (plan) | $6,755 |
| Matrix Broadridge | Recordkeeping fees | $5,892 |