Eastern Radiologists, Inc. Profit Sharing Plan And Trust
Sponsored by Eastern Radiologists, Inc. · EIN 560994806 · Plan #003
- Total assets
- $132M
- Net assets
- $132M
- Active participants
- 216
- With balances
- 267
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 | fuzzy_auto · 93% | 2024 |
| Phillips Financial Management, Llc CRD 131344 | deterministic · 100% | 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 | $44,449 |
| Cascades Capital Llc | Investment advisory (participants), Direct payment from the plan | $42,965 |
| Cap Financial Partners Llc | Investment management, Direct payment from the plan | $24,000 |
| Phillips Financial Management | Investment advisory (participants), Direct payment from the plan | $8,820 |
| Charles Schwab & Co.,Inc | Securities brokerage, Direct payment from the plan, Float revenue | $2,280 |