Heartland Dermatology 401(k) Plan
Sponsored by Heartland Dermatology And Skin Cancer Center, P.A. · EIN 481145139 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 132
- 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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan) | $25,946 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $6,475 |
| Egps | Contract administrator | $1,725 |
| Egps | Other fees | $300 |