Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust
Sponsored by Max Surgical Specialty Managem · EIN 812077531 · Plan #003
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 300
- With balances
- 385
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 |
|---|---|---|
| Atcap Partners, Llc CRD 158214 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Atcap Partners, Llc | Investment advisory (participants) | $25,180 |
| Paychex, Inc. | Recordkeeping | $19,576 |