AUMdb

Anesthesia Practice Consultants, P.C. Savings And Retirement Plan

Sponsored by Anesthesia Practice Consultants, P.C. · EIN 275332559 · Plan #001

Total assets
$188M
Net assets
$188M
Active participants
272
With balances
319

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
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Osaic Wealth Inc Investment advisory (plan) $96,963
Empower Annuity Insurance Company Recordkeeping fees $88,846
Charles Schwab & Co., Inc, Securities brokerage $20,651