Paragon Anesthesia 401(k) Plan
Sponsored by Paragon Anesthesia, P.C. · EIN 621091810 · Plan #001
- Total assets
- $55.2M
- Net assets
- $55.2M
- Active participants
- 134
- With balances
- 153
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $22,440 |
| Capital Group Retirement Plan | Recordkeeping fees | $15,394 |
| Lpl Financial Llc | Investment advisory (plan) | $11,933 |
| Woodbury Financial Services .00 Inc | Other fees, Investment advisory (plan) | $10,751 |
| Qualified Plan Administrators Inc | Contract administrator | $2,075 |