Neurological Associates Of Tucson Retirement Plan
Sponsored by Neurological Associates Of Tucson, P.C. · EIN 860187416 · Plan #003
- Total assets
- $27.0M
- Net assets
- $27.0M
- Active participants
- 120
- With balances
- 146
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 Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan), Investment management | $36,912 |
| Metz & Associates, Pllc | Accounting | $10,750 |
| Pinnacle Plan Design, Llc | Contract administrator | $9,590 |
| Empower Annuity Insurance Company | Recordkeeping fees | $7,696 |