Physicians East Pa Profit Sharing Plan & Trust
Sponsored by Physicians East Pa · EIN 561968491 · Plan #001
- Total assets
- $114M
- Net assets
- $114M
- Active participants
- 735
- With balances
- 699
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cap Financial Partners Llc | Investment advisory (plan) | $18,669 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $14,295 |
| Strategic Advisors Inc | Investment advisory (plan) | $8,546 |
| Fidelity Investments Instiutional | Sub-transfer agency fees | $0 |