Balboa Nephrology Medical Group, Inc. Profit Sharing Plan
Sponsored by Balboa Nephrology Medical Group, Inc. · EIN 952848091 · Plan #004
- Total assets
- $45.3M
- Net assets
- $45.3M
- Active participants
- 171
- With balances
- 271
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 |
|---|---|---|
| Adaptive Financial Consulting, Llc CRD 288185 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adaptive Financial Consulting | Investment advisory (plan) | $129,660 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | $60,065 |