Arizona Community Surgeons, Pc Retirement Plan
Sponsored by Arizona Community Surgeons, Pc · EIN 203604285 · Plan #001
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 56
- With balances
- 188
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 |
|---|---|---|
| Wespac Advisors, Llc CRD 148242 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wespac Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $40,000 |
| Wespac Plan Services, Llc | Contract administrator, Recordkeeping, Participant loan processing | $30,482 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed) | $7,406 |