New Lexington Clinic, P.S.C. Savings And Profit Sharing Plan
Sponsored by New Lexington Clinic, P.S.C. · EIN 611262927 · Plan #001
- Total assets
- $295M
- Net assets
- $295M
- Active participants
- 1,491
- With balances
- 1,861
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $55,526 |
| Fund Evaluation Group | Other services | $50,000 |
| Retirement Management Services, Llc | Consulting (general), Contract administrator, Other services | $18,353 |
| Cherry Bekaert | Accounting | $17,850 |
| Fidelity Investments Institutional | Recordkeeping fees, Participant loan processing, Account maintenance fees | $10,027 |