Summit Radiology, P.C. Profit Sharing Plan
Sponsored by Summit Radiology P.C. · EIN 351140337 · Plan #001
- Total assets
- $72.9M
- Net assets
- $72.9M
- Active participants
- 113
- With balances
- 128
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 |
| Dickmeyer Boyce Financial Management, Inc CRD 124281 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Consulting (pension) | $59,668 |
| Creative Planning Llc | Investment advisory (plan) | $10,227 |
| Dickmeyer Boyce Financial Manadickm | Investment advisory (plan) | $5,443 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (institutional) | $3,971 |