Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Ohio Anesthesia Group, Inc. · EIN 260347451 · Plan #001
- Total assets
- $62.1M
- Net assets
- $62.1M
- Active participants
- 107
- With balances
- 130
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 |
|---|---|---|
| B&T Capital Management, Incorporated CRD 121703 | deterministic · 100% | 2024 |
| Sequoia Financial Advisors, L.L.C. CRD 117756 | fuzzy_auto · 98% | 2024 |
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
| Cookson Peirce & Co Inc CRD 110729 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alpha Capital Management | Investment management | $67,443 |
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $49,811 |
| Lincoln Financial Advisors Comp | Other fees | $48,800 |
| Aurum Wealth Management | Investment management | $30,941 |
| Sequoia Financial Advisors, Llc | Investment advisory (plan) | $27,232 |
| Janney Montgomery Scott Llc | Investment management | $27,088 |
| Tnlpg | Investment management | $23,153 |
| Morgan Stanley Smith Barney Llc | Investment management, Securities brokerage, Direct payment from the plan | $18,720 |
| Goldman Sachs Asset Management | Investment management | $15,784 |
| Cookson Peirce Wealth Management | Investment advisory (participants) | $14,204 |
| American Premier Financial | Investment advisory (participants) | $12,756 |
| Cbiz Benefits And Insurance Service | Other fees | $11,394 |
| Charles Schwab & Co., Inc | Investment management | $8,244 |
| Northwestern Mutual | Investment advisory (plan) | $6,689 |