Atlantic Anesthesia, Inc. Profit Sharing Plan
Sponsored by Atlantic Anesthesia, Inc. · EIN 541855514 · Plan #004
- Total assets
- $50.0M
- Net assets
- $50.0M
- Active participants
- 102
- With balances
- 157
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morris & Wells Wealth Management CRD 162411 | fuzzy_auto · 98% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morris & Wells Wealth Management | Investment management | $105,930 |
| Cerity Partners | Investment management | $53,328 |