Heritage Medical Group Retirement Savings 401(k) Plan
Sponsored by High Desert Medical Corporation · EIN 953930862 · Plan #002
- Total assets
- $245M
- Net assets
- $245M
- Active participants
- 5,106
- With balances
- 3,663
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $292,145 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $143,806 |
| Weaver And Tidwell, Llp | Accounting | $26,355 |
| Wealth Management Systems Inc | Other services | $0 |