Fort Wayne Medical Oncology And Hematology, Inc. 401(k) Plan
Sponsored by Fort Wayne Medical Oncology And Hematology, Inc. · EIN 351400631 · Plan #001
- Total assets
- $38.3M
- Net assets
- $38.3M
- Active participants
- 170
- With balances
- 227
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 |
|---|---|---|
| Phillips Financial Management, Llc CRD 131344 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Galecki Financial | Investment advisory (plan) | $74,478 |
| Ascensus Consulting | Contract administrator, Recordkeeping, Valuation | $31,199 |
| Charles Schwab Bank | Custodial (other) | $18,834 |
| Phillips Financial Management | Investment advisory (plan) | $1,893 |
| Charles Schwab & Co., Inc. | Securities brokerage commissions | $854 |