Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan
Sponsored by Sansum Santa Barbara Medical Clinic, Inc. · EIN 952855614 · Plan #001
- Total assets
- $236M
- Net assets
- $236M
- Active participants
- 241
- With balances
- 317
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 |
| Laurel Wealth Advisors, Llc CRD 118469 | deterministic · 100% | 2024 |
| Mission Wealth Management, Lp CRD 113057 | fuzzy_auto · 93% | 2024 |
| Lha Capital Partners Llc CRD 290980 | deterministic · 100% | 2024 |
| Beacon Pointe Advisors, Llc CRD 119290 | fuzzy_auto · 94% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Mercer Global Advisors Inc. CRD 147363 | deterministic · 100% | 2024 |
| Integrity Wealth Advisors, Inc. CRD 281708 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
| Omega Financial Group, Llc CRD 164147 | deterministic · 100% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Arlington Financial Advisors, Llc CRD 283288 | fuzzy_auto · 96% | 2024 |
| Painted Porch Advisors Llc CRD 304375 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Custodial (securities), Investment advisory (participants), Investment advisory (plan) | $297,719 |
| Oneamerica Retirement Services, Llc | Recordkeeping, Participant loan processing, Participant communication | $245,698 |
| Donnelly Wealth Advisors | Investment advisory (participants), Investment management fees (direct) | $60,559 |
| Merrill Lynch | Investment advisory (participants), Securities brokerage, Investment management fees (direct) | $39,891 |
| Laurel Wealth Advisors | Investment advisory (participants), Investment management fees (direct) | $35,407 |
| Mission Wealth | Investment advisory (participants), Investment management fees (direct) | $30,466 |
| Lha Capital Partners | Investment advisory (participants), Investment management fees (direct) | $29,326 |
| Beacon Pointe | Investment advisory (participants), Investment management fees (direct) | $27,825 |
| Envestnet Asset Management, Inc | Investment advisory (participants), Investment management fees (direct) | $24,588 |
| Mercer Global Advisors, Inc. | Investment advisory (participants), Investment management fees (direct) | $21,842 |
| Integrity Wealth Advisors | Investment advisory (participants), Investment management fees (direct) | $19,268 |
| Charles Schwab & Co, Inc, | Custodial (securities), Investment advisory (participants), Investment management | $12,642 |
| Bridgewater Wealth Mgmt Llc | Investment advisory (participants), Investment management fees (direct) | $12,237 |
| Omega Financial Group | Investment advisory (participants), Investment management fees (direct) | $11,814 |
| Commonwealth Equity Services | Investment advisory (participants), Investment management fees (direct) | $11,208 |
| Arlington Financial | Investment advisory (participants), Investment management fees (direct) | $10,345 |
| Jp Morgan Wealth Management | Investment advisory (participants), Investment management fees (direct) | $6,379 |
| Painted Porch Advisors Llc | Investment advisory (participants), Investment management fees (direct) | $6,081 |