Medical Center Clinic 401(k) Retirement Plan
Sponsored by West Florida Medical Center Clinic, P.A. · EIN 592193856 · Plan #002
- Total assets
- $127M
- Net assets
- $127M
- Active participants
- 283
- With balances
- 570
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | $35,312 |
| Hancock Whitney Bank | Investment advisory (plan) | $34,650 |
| Saltmarsh, Cleaveland, & Gund | Accounting | $31,450 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $28,085 |