Tri City Cardiology Consultants, P.C. 401(k) Plan
Sponsored by Tri City Cardiology Consultants, P.C. · EIN 860516994 · Plan #004
- Total assets
- $44.9M
- Net assets
- $44.9M
- Active participants
- 292
- With balances
- 286
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $53,644 |
| Merrill Lynch Pierce Fenner & Smith | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $46,132 |
| Holthhouse Carlin & Van Trigt | Accounting, Direct payment from the plan | $15,000 |
| Kravitz Inc | Contract administrator, Direct payment from the plan, Other services | $375 |