Boulder Medical Center, P.C. Savings & Profit Sharing Plan
Sponsored by Boulder Medical Center, P.C. · EIN 840834835 · Plan #001
- Total assets
- $76.8M
- Net assets
- $76.8M
- Active participants
- 318
- With balances
- 462
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 |
|---|---|---|
| Investment Management Associates, Inc. CRD 110900 | fuzzy_auto · 99% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Sowell Financial Services, Llc CRD 127145 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Investment Management Associat | Investment advisory (participants), Direct payment from the plan | $22,938 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $21,444 |
| Sowell Financial Services Llc | Investment advisory (participants), Direct payment from the plan | $5,926 |
| Charles Schwab & Co., Inc | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $179 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |