AUMdb

Cardiology Consultants Of Philadelphia, P.C. 401(k) Profit Sharing Plan

Sponsored by Cardiology Consultants Of Philadelphia, Pc · EIN 232076152 · Plan #001

Total assets
$218M
Net assets
$215M
Active participants
755
With balances
1,047

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
The Catanella Institutional Consult Investment advisory (plan), Other investment fees and expenses, Securities brokerage $176,527
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $127,809
Newport Trust Company Trustee (institutional), Trustee (directed) $39,503