Hutchinson Clinic, P.A. Employees' 401 K Profit Sharing Plan And Trust
Sponsored by Hutchinson Clinic, P.A. · EIN 480734011 · Plan #002
- Total assets
- $134M
- Net assets
- $134M
- Active participants
- 579
- With balances
- 782
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Adamsbrown Wealth Consultants Llc CRD 308410 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (participants), Direct payment from the plan | $80,426 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $30,056 |
| Adamsbrown Wealth Consultants | Investment advisory (participants), Direct payment from the plan | $19,492 |
| Central Bank & Trust Co | Investment advisory (participants), Direct payment from the plan | $15,843 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $15,312 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $2,372 |