United Anesthesia Services, P.C. 401(k) Plan
Sponsored by United Anesthesia Services, P.C. · EIN 232856393 · Plan #002
- Total assets
- $200M
- Net assets
- $200M
- Active participants
- 472
- With balances
- 406
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 |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
| Mb, Levis & Associates,Llc CRD 164197 | fuzzy_auto · 97% | 2024 |
| Zacks Investment Management, Inc. CRD 110897 | fuzzy_auto · 98% | 2024 |
| Modera Wealth Management, Llc CRD 155649 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $161,460 |
| Equitable Advisors | Investment management, Direct payment from the plan | $149,336 |
| Mb Levis & Associates Llc | Investment advisory (participants), Direct payment from the plan | $18,390 |
| Zacks Investment Management In | Investment advisory (participants), Direct payment from the plan | $17,842 |
| Modera Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $10,320 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,479 |