Northwest Michigan Surgery Center 401(k) Plan And Trust
Sponsored by Northwest Michigan Surgery Center · EIN 383551681 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 151
- With balances
- 190
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stifel, Nicolaus & Company, Inc | Investment advisory (plan) | $25,000 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $17,773 |
| Retirement Plan Concepts & Services | Recordkeeping, Participant loan processing, Recordkeeping fees | $9,036 |