Borland Groover Clinic, P.A. Profit Sharing Plan And Trust
Sponsored by Borland Groover Clinic, P.A. · EIN 591784470 · Plan #002
- Total assets
- $127M
- Net assets
- $127M
- Active participants
- 820
- With balances
- 965
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| J. L. Bainbridge & Co., Inc. CRD 108058 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $83,078 |
| Deloitte Tax Llp | Accounting, Direct payment from the plan, Consulting fees | $15,100 |
| Andco Consulting, Llc | Consulting (general), Direct payment from the plan | $13,750 |
| Mariner Institutional Llc | Consulting (general), Other services, Direct payment from the plan | $13,750 |
| J L Bainbridge &Company Inc | Investment advisory (participants), Direct payment from the plan | $8,163 |
| Charles Schwab & Co. Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $174 |