Beyond Podiatry 401(k) Plan
Sponsored by Great Lakes Foot & Ankle Institute, Pc · EIN 382221021 · Plan #003
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 252
- With balances
- 222
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Valuation, Participant communication | $32,489 |
| Proaccount | Investment advisory (participants) | $26,980 |
| The Benefit Advantage | Contract administrator | $3,460 |
| Ameriprise Financial Services | Investment advisory (plan) | $0 |