Southern Oregon Cardiology Llc 401(k) Plan
Sponsored by Southern Oregon Cardiology Llc · EIN 270993855 · Plan #001
- Total assets
- $29.8M
- Net assets
- $29.8M
- Active participants
- 98
- With balances
- 144
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 |
|---|---|---|
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| D.A. Davidson | Investment advisory (participants) | $13,194 |