Raleigh Medical Group, P.A. 401(k) Profit Sharing Plan
Sponsored by Raleigh Medical Group, P.A. · EIN 561166754 · Plan #001
- Total assets
- $35.0M
- Net assets
- $35.0M
- Active participants
- 315
- With balances
- 265
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 |
|---|---|---|
| Sollinda Capital Management Llc CRD 321742 | deterministic · 100% | 2024 |
| Curi Capital, Llc CRD 134249 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nwps | Recordkeeping fees | $34,881 |
| Sollinda Capital Management | Investment advisory (plan) | $28,667 |
| Curi Capital | Investment advisory (plan) | $24,098 |
| Fidelity Investments Fiioc | Recordkeeping fees, Account maintenance fees | $150 |