Charleston Gastro Specialists, P.A. Profit Sharing 401(k) Plan
Sponsored by Charleston Gastroenterology Specialists, P.A. · EIN 570965630 · Plan #001
- Total assets
- $21.6M
- Net assets
- $21.6M
- Active participants
- 182
- With balances
- 291
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Ameriprise Financial Services, Llc CRD 6363 | fuzzy_auto · 94% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan), Account maintenance fees | $102,966 |
| Raymond James Fin. Svs. Advisors | Investment advisory (plan), Account maintenance fees | $50,624 |
| Ameriprise Financial | Investment advisory (plan), Account maintenance fees | $21,106 |
| My Benefits, Llc | Recordkeeping, Participant loan processing, Valuation | $18,041 |
| Wells Fargo Advisors | Investment advisory (plan), Account maintenance fees | $11,572 |