Sharp Rees Stealy Medical Group, Inc. Money Purchase Pension Plan
Sponsored by Sharp Rees Stealy Medical Group, Inc. · EIN 330106028 · Plan #001
- Total assets
- $307M
- Net assets
- $307M
- Active participants
- 346
- With balances
- 396
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Hilltop Securities Inc. CRD 6220 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab | Investment advisory (plan) | $292,820 |
| Morgan Stanley | Investment advisory (plan) | $119,498 |
| Merrill Lynch | Investment advisory (plan) | $60,837 |
| Wells Fargo Advisors | Investment advisory (plan) | $43,763 |
| Fidelity Investments | Investment advisory (plan) | $33,085 |
| Nwps | Recordkeeping | $15,477 |
| Lpl Financial | Investment advisory (plan) | $15,221 |
| Ubs | Investment advisory (plan) | $14,189 |
| Raymond James | Investment advisory (plan) | $13,667 |
| Pershing | Investment advisory (plan) | $10,028 |
| Hilltop Securities, Inc. | Investment advisory (plan) | $5,929 |