Swbmg 401(k) Plan
Sponsored by The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group · EIN 911875960 · Plan #001
- Total assets
- $149M
- Net assets
- $149M
- Active participants
- 221
- With balances
- 322
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 |
|---|---|---|
| Abound Wealth Management, Llc CRD 285903 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $8,278 |
| Private Ocean | Investment advisory (participants), Direct payment from the plan | $6,633 |
| Abound Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $6,316 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $747 |