Christie Clinic 401 K Profit Sharing Plan
Sponsored by Christie Business Holding Company, Pc · EIN 262813652 · Plan #003
- Total assets
- $231M
- Net assets
- $231M
- Active participants
- 1,016
- With balances
- 1,347
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 |
|---|---|---|
| Cozad Asset Management Inc CRD 104764 | fuzzy_auto · 98% | 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 |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $249,087 |
| Cozad Asset Management In | Investment management, Direct payment from the plan | $36,178 |
| Charles Schwab & Co., Inc. | Investment management, Direct payment from the plan | $1,549 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $68 |