Fox Valley Surgical Associates Ltd 401 K Plan
Sponsored by Fox Valley Surgical Associates, Ltd · EIN 361141203 · Plan #001
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 104
- With balances
- 143
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 |
|---|---|---|
| North Star Asset Management Inc CRD 106489 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| North Star Asset Management, Inc. | Investment management | $75,486 |
| American Trust Company | Recordkeeping | $9,784 |
| Map Retirement Usa Llc | Recordkeeping | $1,400 |