Prevea Clinic, Inc. 401(k) And Retirement Plan
Sponsored by Prevea Clinic, Inc. · EIN 391839349 · Plan #004
- Total assets
- $492M
- Net assets
- $492M
- Active participants
- 2,068
- With balances
- 2,757
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $104,485 |
| Robert W. Baird & Co. | Consulting (general), Investment advisory (plan), Securities brokerage | $73,966 |
| Cwm Llc | Securities brokerage, Securities brokerage commissions | $51,920 |
| Grant Thornton | Accounting, Direct payment from the plan | $47,424 |
| Wealth Enhancement Group | Consulting (general), Direct payment from the plan | $21,046 |
| Schaper Benz & Wise Investment | Securities brokerage, Securities brokerage commissions | $15,427 |
| Nicolet Advisory Services Llc | Securities brokerage, Securities brokerage commissions | $13,880 |
| Larson Financial Group Llc | Securities brokerage, Securities brokerage commissions | $5,686 |
| Charles Schwab & Co, Inc. | Securities brokerage, Securities brokerage commissions | $2,864 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |