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Cardiovascular Consultants Of Kansas, P.A. 401(k) Profit Sharing Plan

Sponsored by Cardiovascular Consultants Of Kansas, P.A. · EIN 480982061 · Plan #001

Total assets
$7.8M
Net assets
$7.8M
Active participants
14
With balances
90

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $24,303
Cambridge Investment Research Inc Other services, Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0