Gem State Radiology Profit Sharing Plan
Sponsored by Gem State Radiology Llp · EIN 826041596 · Plan #002
- Total assets
- $30.9M
- Net assets
- $30.9M
- Active participants
- 138
- With balances
- 164
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 |
|---|---|---|
| Ferguson Wellman Capital Management, Inc. CRD 104692 | deterministic · 100% | 2024 |
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ferguson Wellman Capital Management | Investment advisory (plan), Investment management, Securities brokerage | $58,673 |
| Rbc Wealth Management | Investment advisory (plan), Investment management, Securities brokerage | $40,127 |
| Raymond James & Associates Inc | Investment advisory (plan) | $7,719 |