AUMdb

Skin And Cancer Associates Profit Sharing Plan

Sponsored by Skin And Cancer Associates, Llp · EIN 650008133 · Plan #001

Total assets
$0
Net assets
$0
Active participants
376
With balances
232

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $84,666
Merrill Lynch Pierce Fenner & Smith Consulting (pension), Investment advisory (plan), Direct payment from the plan $64,991
Martinelli & Company, Ll Accounting, Direct payment from the plan $11,800
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0