Children's Specialists Of San Diego, Amg, Inc. Profit Sharing Plan
Sponsored by Children's Specialsts Of San Diego, Amg, Inc. · EIN 953255175 · Plan #006
- Total assets
- $45.3M
- Net assets
- $45.3M
- Active participants
- 138
- With balances
- 243
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $43,186 |
| Cook Street Consulting Inc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $29,250 |
| Morgan Stanley Institutional Invest | Consulting (general), Direct payment from the plan | $19,500 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $17,227 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |