Grand Valley Medical Specialists, Plc Profit Sharing Plan
Sponsored by Grand Valley Medical Specialist, Plc · EIN 382145264 · Plan #002
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 68
- With balances
- 120
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 |
|---|---|---|
| Midwest Capital Advisors, Llc CRD 125389 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Midwest Capital Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $23,504 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $4,754 |