Sonterra Medical Management Group Profit Sharing 401 K Plan
Sponsored by Sonterra Medical Management Group, Inc. · EIN 743006020 · Plan #001
- Total assets
- $59.5M
- Net assets
- $59.5M
- Active participants
- 486
- With balances
- 646
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 |
|---|---|---|
| Sym Financial Corporation CRD 107517 | fuzzy_auto · 94% | 2024 |
| Rockefeller Financial Llc CRD 291361 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $94,213 |
| Symmetry Financial | Investment advisory (plan), Direct payment from the plan | $72,756 |
| Morgan Stanley Dean Witter | Investment advisory (plan), Direct payment from the plan | $28,013 |
| Merrill Lynch | Investment advisory (plan), Direct payment from the plan | $27,806 |
| Morgan Stanley Wealth Management | Investment advisory (plan), Direct payment from the plan | $22,788 |
| Leafhouse Financial Advisors | Investment advisory (plan), Direct payment from the plan | $18,189 |
| Rockefeller Capital Management | Investment advisory (plan), Direct payment from the plan | $13,714 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $12,332 |
| Merrill Lynch | Investment advisory (plan), Direct payment from the plan | $10,475 |
| Northwestern Mutual | Investment advisory (plan), Direct payment from the plan | $8,625 |
| The Farris Group/Fidelity | Investment advisory (plan), Direct payment from the plan | $5,903 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |