Shawd Neighborhood Clinic 401(k) Psp
Sponsored by Shawd Neighborhood Clinic Management, Inc. · EIN 463038223 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 182
- With balances
- 219
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan) | $35,480 |
| Capital Group Retirement Plan Serv. | Recordkeeping fees | $20,989 |
| Eide Bailly Llp | Other fees | $20,172 |
| Tsc 401 K | Contract administrator | $11,890 |