Onpoint Medical Group, Llc 401(k) Plan
Sponsored by Onpoint Medical Group, Llc · EIN 364778373 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 330
- With balances
- 257
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (plan), Consulting fees | $42,860 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $40,619 |