Midwest Physician Anesthesia Services, Inc. Profit Sharing Plan
Sponsored by Midwest Physician Anesthesia Services, Inc. · EIN 311039177 · Plan #001
- Total assets
- $133M
- Net assets
- $133M
- Active participants
- 136
- With balances
- 155
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 |
|---|---|---|
| Stratos Wealth Partners, Ltd CRD 153184 | deterministic · 100% | 2024 |
| Hbk Sorce Advisory Llc CRD 112139 | deterministic · 100% | 2024 |
| Wisdom Wealth Investment Advisors Llc CRD 170536 | deterministic · 100% | 2024 |
| Full Financial Inc. CRD 330574 | fuzzy_auto · 93% | 2024 |
| Pds Planning Inc CRD 106895 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advanced Asset Management Advisors | $46,674 | |
| The Leeman Group | Investment advisory (participants), Investment management | $26,734 |
| Wisdom Wealth Investment Advisors | Investment advisory (participants), Investment management | $20,792 |
| Scott Lucas | Investment advisory (participants), Investment management | $17,329 |
| Parsec Financial Management | Investment advisory (participants), Investment management | $16,409 |
| Pds Planning, Inc. | Investment advisory (participants), Investment management | $15,500 |
| Michael Mildrum | Investment advisory (participants), Investment management | $13,175 |
| Peter Waterloo | Investment advisory (participants), Investment management | $11,760 |
| Stratos Wealth Partners, Ltd | Investment advisory (participants), Investment management | $10,591 |
| Kevin Foley | Investment advisory (participants), Investment management | $10,339 |
| James Flowers | Investment advisory (participants), Investment management | $10,248 |
| Horton Neville Shick | Investment advisory (participants), Investment management | $9,946 |
| Fullen Financial | Investment advisory (participants), Investment management | $9,135 |
| Gb Wealth Management Group | Investment advisory (participants), Investment management | $8,007 |
| Greg Miller/Anthony Reilly | Investment advisory (participants), Investment management | $6,835 |
| Hbks Wealth Advisors | Investment advisory (participants), Investment management | $6,379 |
| Peter Waterloo | Investment advisory (participants), Investment management | $5,253 |
| Derek Smith | Investment advisory (participants), Investment management | $0 |
| The Leeman Group | Investment advisory (participants), Investment management | $0 |
| Thomas Vorisek | Investment advisory (participants), Investment management | $0 |
| Cetera Advisor Networks Llc | Investment advisory (participants), Investment management | $0 |