AUMdb

Southdale Pediatric Associates, Ltd. 401(k) Plan

Sponsored by Southdale Pediatric Associates, Ltd. · EIN 410962307 · Plan #002

Total assets
$66.0M
Net assets
$66.0M
Active participants
152
With balances
205

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
Rbc Capital Markets, Llc CRD 31194 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Boyum Barenscheer Cpa Accounting $17,250
Tax Sheltered Compensation Contract administrator $13,000
Rbc Capital Markets Llc Investment advisory (plan) $0