Midwest Surgical Hospital, Llc 401(k) Plan
Sponsored by Midwest Surgical Hospital, Llc · EIN 383712521 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 126
- With balances
- 124
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 |
|---|---|---|
| Wealthplan Investment Management Llc CRD 311364 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealth Plan Investment Management | Investment advisory (participants), Investment advisory (plan) | $34,881 |
| Newport Group, Inc. | Contract administrator, Recordkeeping | $22,537 |