Central California Faculty Medical Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Central California Faculty Medical Group, Inc. · EIN 942613220 · Plan #002
- Total assets
- $202M
- Net assets
- $202M
- Active participants
- 602
- With balances
- 1,023
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group | Investment advisory (plan) | $110,254 |
| Carlson Quinn | Contract administrator, Other services | $0 |