American Radiology Associates, P.A. Retirement Plan
Sponsored by American Radiology Associates, P.A. · EIN 752791438 · Plan #002
- Total assets
- $97.7M
- Net assets
- $97.7M
- Active participants
- 126
- 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 |
|---|---|---|
| Perryman Financial Advisory, Inc. CRD 107653 | fuzzy_auto · 98% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $68,984 |
| Perryman Financial Advisory In | Investment advisory (participants), Direct payment from the plan | $14,351 |
| Whiterock Wealth Management Co | Investment advisory (participants), Direct payment from the plan | $10,222 |
| Cambridge Investment Research | Investment advisory (participants), Direct payment from the plan | $5,648 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,878 |