Neurosurgical Associates, Ltd. Profit Sharing Plan
Sponsored by Neurosurgical Associates, Ltd · EIN 860453788 · Plan #002
- Total assets
- $62.5M
- Net assets
- $62.5M
- Active participants
- 269
- With balances
- 342
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 |
|---|---|---|
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 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 | $43,145 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $29,061 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $358 |