Mecklenburg Radiology Associates, P.A. Profit Sharing Plan
Sponsored by Mecklenburg Radiology Associates, P.A. · EIN 560945616 · Plan #001
- Total assets
- $93.3M
- Net assets
- $93.3M
- Active participants
- 128
- With balances
- 154
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 98% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Mai Capital Management, Llc CRD 109807 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $35,681 |
| Prime Capital Investment Advis | Investment management, Direct payment from the plan | $26,252 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $16,677 |
| Mai Capital Management Llc | Investment management, Direct payment from the plan | $6,652 |
| Charles Schwab & Co.,Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $663 |