Square Care Medical Group, Llp 401(k) Plan
Sponsored by Square Care Medical Group, Llp · EIN 202652680 · Plan #001
- Total assets
- $28.7M
- Net assets
- $28.7M
- Active participants
- 223
- With balances
- 346
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 |
|---|---|---|
| Gordon Asset Management Llc CRD 137136 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mvp Plan Administrators, Inc. | Contract administrator, Recordkeeping, Consulting (general) | $45,813 |
| Gordon Asset Management | Investment advisory (participants), Participant loan processing, Named fiduciary | $18,500 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan, Shareholder servicing fees | $6,015 |