Covenant Surgical Partners Inc. 401(k) Plan
Sponsored by Covenant Surgical Partners Inc. · EIN 261860389 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 238
- With balances
- 679
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $67,608 |
| Janney Montgomery Scott | Consulting (general) | $26,420 |
| Lbmc, Pc | Accounting | $17,500 |