Corza Medical 401(k) Plan
Sponsored by Corza Medical Inc. · EIN 912089490 · Plan #001
- Total assets
- $36.3M
- Net assets
- $36.3M
- Active participants
- 371
- With balances
- 436
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment management, Direct payment from the plan | $44,153 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $35,842 |
| Wipfli Llp | Accounting, Direct payment from the plan | $19,250 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $41 |