Atlantic Anesthesia, Inc. 401(k) Plan
Sponsored by Atlantic Anesthesia, Inc. · EIN 541855514 · Plan #003
- Total assets
- $51.9M
- Net assets
- $51.9M
- Active participants
- 125
- With balances
- 169
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 |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Morris & Wells Wealth Management CRD 162411 | fuzzy_auto · 98% | 2024 |
| Financial Security Advisory Inc CRD 110746 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners | Investment management | $61,792 |
| Morris & Wells Wealth Management | Investment management | $60,447 |
| Financial Security Advisory, Inc. | Investment management | $11,961 |