Florida Medical Clinic, Llc 401(k) Plan And Trust
Sponsored by Ohi West Medical Group Ii Llc · EIN 923479126 · Plan #001
- Total assets
- $314M
- Net assets
- $314M
- Active participants
- 1,866
- With balances
- 2,500
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | 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 | $75,858 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $55,006 |
| Bks Financial Investments Llc | Investment advisory (plan) | $35,006 |
| Rivero, Gordimer, & Company Pa | Accounting | $29,750 |