Tamarack Management Inc. 401 K Profit Sharing Plan
Sponsored by Western Montana Clinic, P.C. · EIN 810226415 · Plan #006
- Total assets
- $46.8M
- Net assets
- $46.8M
- Active participants
- 200
- With balances
- 329
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Trust Company | Participant loan processing, Securities brokerage commissions, Recordkeeping fees | $88,497 |
| Creative Planning | Investment advisory (plan), Direct payment from the plan | $7,031 |