AUMdb

Radiology Associates Of Venice And Englewood, P.A. Profit Sharing Plan

Sponsored by Radiology Associates Of Venice And Englewood, P.A. · EIN 591937565 · Plan #001

Total assets
$13.0M
Net assets
$13.0M
Active participants
124
With balances
222

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Radiology Associates Of Venice & En Accounting $73,348
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $9,416
Empower Advisory Group, Llc Investment management $637
Charles Schwab & Co., Inc. Securities brokerage $1