Anesthesia Associates, P.L.L. Profit Sharing Plan And Trust
Sponsored by Anesthesia Associates, P.L.L. · EIN 340894140 · Plan #002
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 18
- With balances
- 32
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 |
|---|---|---|
| Carnegie Capital Asset Management, Llc CRD 150488 | fuzzy_auto · 95% | 2024 |
| Cookson Peirce & Co Inc CRD 110729 | fuzzy_auto · 98% | 2024 |
| Regal Investment Advisors Llc CRD 125004 | deterministic · 100% | 2024 |
| Hazlett, Burt & Watson, Inc. CRD 396 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zabarsky & Associates, Llc | Recordkeeping, Recordkeeping fees | $81,789 |
| Cookson Peirce & Co. Inc | Investment management | $43,920 |
| Meaden & Moore, Ltd | Accounting | $39,000 |
| Carnegie Capital Asset | Investment management | $19,191 |
| Hazlett, Burt And Watson | Investment management | $13,447 |
| Charles Schwab & Co., Inc. | Securities brokerage commissions, Other investment fees and expenses | $6,023 |
| Regal Investment Advisors Llc | Investment management | $5,166 |