West County Radiological Group, Inc. Profit Sharing Plan
Sponsored by West County Radiological Group, Inc · EIN 430917818 · Plan #001
- Total assets
- $83.5M
- Net assets
- $83.5M
- Active participants
- 153
- With balances
- 184
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 |
|---|---|---|
| Dew Wealth Strategies, Llc CRD 118996 | 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 | $69,916 |
| Dew Wealth Strategies Llc | Investment management, Direct payment from the plan | $28,000 |
| Buckingham Strategic Wealth Ll | Investment advisory (participants), Direct payment from the plan | $5,777 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $245 |