Mountain West Anesthesia, L.L.C. Retirement Plan
Sponsored by Mountain West Anesthesia, L.L.C. · EIN 870545614 · Plan #001
- Total assets
- $131M
- Net assets
- $131M
- Active participants
- 238
- With balances
- 218
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 |
|---|---|---|
| Physician Wealth Advisors, Inc. CRD 106043 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Physician Wealth Advisor S, Inc | Investment advisory (participants), Investment management fees (direct) | $159,184 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$9,943 |