Baycare Clinic 401(k) Retirement Savings Plan
Sponsored by Baycare Clinic, L.L.P. · EIN 391943214 · Plan #001
- Total assets
- $316M
- Net assets
- $316M
- Active participants
- 957
- With balances
- 1,288
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 |
|---|---|---|
| Henney Wealth Management Inc. CRD 154824 | deterministic · 100% | 2024 |
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 97% | 2024 |
| Bull Bear Investment Management Llc CRD 174038 | deterministic · 100% | 2024 |
| Liberty Capital Management Inc CRD 106063 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Associated Trust Company, N.A. | Recordkeeping, Recordkeeping fees, Consulting (pension) | $292,438 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $67,532 |
| D&G Advisory Group Llc | Investment advisory (participants), Investment management fees (direct) | $26,509 |
| Wealth Enhancement Advisory Se | Investment advisory (participants), Investment management fees (direct) | $22,100 |
| Bull Bear Investment Management | Investment advisory (participants), Investment management fees (direct) | $13,461 |
| Henney Wealth Management Inc. | Investment advisory (participants), Investment management fees (direct) | $4,085 |
| Liberty Capital Management Inc | Investment advisory (participants), Investment management fees (direct) | $621 |