Ear, Nose & Throat Associates, P.C. Retirement Savings Plan And Trust
Sponsored by Ear, Nose & Throat Associates, P.C. · EIN 351086214 · Plan #001
- Total assets
- $31.3M
- Net assets
- $31.3M
- Active participants
- 141
- With balances
- 204
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 |
|---|---|---|
| Phillips Financial Management, Llc CRD 131344 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Phillips Financial Management Llc | Investment advisory (plan) | $34,043 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $20,747 |