Advanced Cardiovascular Specialists Llc Profit Sharing 401(k) Plan
Sponsored by Advanced Cardiovascular Specialists Llc · EIN 821064121 · Plan #001
- Total assets
- $47.2M
- Net assets
- $47.2M
- Active participants
- 104
- With balances
- 156
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 |
|---|---|---|
| Steward Partners Investment Advisory, Llc CRD 283004 | fuzzy_auto · 95% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Steward Parnters Investments Advis | Investment advisory (plan) | $46,417 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $40,396 |
| Tmce Llp | Accounting | $10,000 |
| Empower Advisory Group, Llc | Investment management | $4,086 |
| Acuff & Associates, Inc. | Contract administrator | $3,000 |