Providence Anesthesiology Associates, P.A. Profit Sharing 401(k) Plan
Sponsored by Providence Anesthesiology Associates P.A. · EIN 561748928 · Plan #001
- Total assets
- $124M
- Net assets
- $124M
- Active participants
- 267
- With balances
- 334
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Larson Financial Group, Llc CRD 140599 | deterministic · 100% | 2024 |
| Aspiriant, Llc CRD 146720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $30,080 |
| Larson Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $23,811 |
| Aspiriant Llc | Investment advisory (participants), Direct payment from the plan | $17,684 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $3,153 |