Pulmonary Associates Of Richmond, Inc. Profit Sharing Plan
Sponsored by Pulmonary Associates Of Richmond, Inc. · EIN 540965764 · Plan #002
- Total assets
- $51.2M
- Net assets
- $51.2M
- Active participants
- 246
- With balances
- 314
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 |
|---|---|---|
| Signature Investment Advisors, Llc CRD 160715 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Focus Partners Wealth, Llc CRD 159289 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Signature Investment Advisors | Investment advisory (participants), Direct payment from the plan | $136,431 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $61,613 |
| Cambridge Investment Research | Investment advisory (participants), Direct payment from the plan | $18,127 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $11,551 |
| Focus Partners Wealth Llcc | Investment advisory (participants), Direct payment from the plan | $10,715 |