Calvert Internal Medicine Group, P.A. 401(k) Profit Sharing Plan
Sponsored by Calvert Internal Medicine Group, P.A. · EIN 521365400 · Plan #001
- Total assets
- $42.0M
- Net assets
- $42.0M
- Active participants
- 123
- With balances
- 189
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 |
|---|---|---|
| Newport Group Consulting, Llc CRD 140944 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group Consulting, Llc | Investment advisory (plan) | $66,377 |
| Newport Group, Inc. | Plan administrator, Recordkeeping, Trustee (individual) | $24,751 |
| Newport Trust Company | Trustee (individual), Trustee (institutional), Trustee (discretionary) | $11,549 |