Tidewater Physicians Multispecialty Group, P.C. 401(k) Plan
Sponsored by Tidewater Physicians Multispecialty Group, P.C. · EIN 541634477 · Plan #002
- Total assets
- $169M
- Net assets
- $169M
- Active participants
- 1,105
- With balances
- 1,439
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| 49 Wealth Management, Llc CRD 319484 | deterministic · 100% | 2024 |
| Beacon Pointe Advisors, Llc CRD 119290 | deterministic · 100% | 2024 |
| Bleakley Financial Group, Llc CRD 318366 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Financial Security Advisory Inc CRD 110746 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $92,271 |
| Capfinancial Partners,Llc | Investment management, Direct payment from the plan | $74,793 |
| 49 Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $18,459 |
| Beacon Pointe Advisors Llc | Investment advisory (participants), Direct payment from the plan | $16,523 |
| Bleakley Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $7,424 |
| Cambridge Investment Research | Investment advisory (participants), Direct payment from the plan | $6,346 |
| Financial Security Advisory In | Investment advisory (participants), Direct payment from the plan | $5,925 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,340 |