Rheumatic Disease Associates, Ltd. 401(k) Profit Sharing Plan
Sponsored by Rheumatic Disease Associates, Ltd. · EIN 232003199 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 81
- With balances
- 164
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 |
|---|---|---|
| Kathmere Capital Management, Llc CRD 305118 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kathmere Capital Management | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $19,414 |
| The Vanguard Group | Contract administrator, Recordkeeping, Participant loan processing | $12,289 |