Twin Cities Spine Center 401(k) Profit Sharing Plan And Trust
Sponsored by Twin Cities Spine Center · EIN 410990689 · Plan #002
- Total assets
- $39.5M
- Net assets
- $39.5M
- Active participants
- 115
- With balances
- 150
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 |
|---|---|---|
| Christensen Group Financial, Llc CRD 318144 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Accredited Investors | Contract administrator | $3,205 |
| Christensen Group Financial | Investment advisory (plan) | $2,000 |
| Goldleaf Partners | Contract administrator | $1,125 |
| The Vanguard Group, Inc. | Contract administrator | $1,020 |
| Kestra Advisory Services | Investment advisory (plan), Direct payment from the plan | $0 |
| Td Ameritrade, Inc. | Recordkeeping fees | $0 |