Colorado Permanente Medical Group, P.C. 401(k) Plan
Sponsored by Colorado Permanente Medical Group, P.C. · EIN 840832336 · Plan #002
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 1,259
- With balances
- 1,592
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 |
|---|---|---|
| Ghp Investment Advisors Inc CRD 107563 | deterministic · 100% | 2024 |
| Schultze Asset Management, Lp CRD 110927 | deterministic · 100% | 2024 |
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Capital Advisors, Inc. CRD 104643 | deterministic · 100% | 2024 |
| Mountain Capital Investment Advisors Inc CRD 156660 | fuzzy_auto · 97% | 2024 |
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 97% | 2024 |
| Mattern Capital Management, Llc CRD 299342 | deterministic · 100% | 2024 |
| Sharkey Howes & Javer Inc CRD 106050 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $59,415 |
| Ghp Investment Advisors Inc | Investment advisory (participants), Direct payment from the plan | $32,285 |
| Schultze Asset Management Lp | Investment advisory (participants), Direct payment from the plan | $30,501 |
| Soltis Investment Advisors Llc | Investment advisory (participants), Direct payment from the plan | $13,277 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $11,935 |
| Capital Advisors Inc | Investment advisory (participants), Direct payment from the plan | $11,512 |
| Mountain Capital Investment Ad | Direct payment from the plan, Investment advisory (participants) | $10,385 |
| Wealth Enhancement Advisory Se | Investment advisory (participants), Direct payment from the plan | $10,065 |
| Mattern Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $8,058 |
| Sharkey Howes & Javer Inc | Investment advisory (participants), Direct payment from the plan | $6,569 |
| Btig, Llc | Direct payment from the plan, Securities brokerage commissions | $6,021 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $4,615 |