U.S. Anesthesia Partners, Inc. 401(k) Plan
Sponsored by U.S. Anesthesia Partners, Inc · EIN 460872971 · Plan #001
- Total assets
- $2.8B
- Net assets
- $2.8B
- Active participants
- 5,640
- With balances
- 7,447
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisers Inc. | Investment advisory (participants) | $601,065 |
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $409,820 |
| Sharkey Howes & Javer Inc | Other fees | $42,962 |
| Charles Schwab & Co., Inc. | Other fees | $41,196 |
| Larson Financial Group Llc | Other fees | $30,201 |
| Perryman Financial Advisory In | Other fees | $27,811 |
| Brinker Capital Investments Ll | Other fees | $24,441 |
| Creative Planning Llc | Other fees | $19,345 |
| Alpha Cubed Investments Llc | Other fees | $17,540 |
| Fca Corp | Other fees | $16,547 |
| Storehouse Financial Llc | Other fees | $12,551 |
| Transform Wealth Llc | Other fees | $12,248 |
| Rfg Holdings Inc | Other fees | $11,961 |
| Novem Group | Other fees | $10,733 |
| Invictus Private Wealth Llc | Other fees | $10,090 |
| Pm Squared Llc | Other fees | $8,085 |
| Sonora Investment Management G | Other fees | $7,539 |
| At Investment Advisers Inc | Other fees | $5,886 |
| Wealth Enhancement Advisory Se | Other fees | $5,336 |