Signature Medical Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Signature Medical Group, Inc. · EIN 431696710 · Plan #001
- Total assets
- $115M
- Net assets
- $115M
- Active participants
- 313
- With balances
- 567
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 |
|---|---|---|
| Visionary Wealth Advisors, Llc CRD 169610 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Visionary Wealth Advisors | Consulting (pension), Investment management, Investment advisory (participants) | $115,096 |
| Alerus Financial Na | Recordkeeping, Sub-transfer agency fees, Custodial (securities) | $63,695 |
| Benefit Plans Plus | Accounting, Actuarial, Consulting (pension) | $40,469 |
| Armanino, Llp | Accounting | $16,800 |