Children's Clinic, P.C. 401(k) Profit Sharing Plan
Sponsored by Children's Clinic, P.C., D/B/A The Childrens Clinic Pc · EIN 930682029 · Plan #334
- Total assets
- $41.6M
- Net assets
- $41.6M
- Active participants
- 105
- With balances
- 159
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 |
|---|---|---|
| Deschutes Portfolio Strategy, Llc CRD 155424 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial | Claims processing, Recordkeeping, Custodial (other) | $63,290 |
| Deschutes Portfolio Strategy, Llc | Investment advisory (plan), Consulting fees | $42,949 |