Sacramento Ent Medical Group Inc. Profit Sharing Plan
Sponsored by Sacramento Ear Nose And Throat Surgical And Medical Group Inc · EIN 941693523 · Plan #004
- Total assets
- $35.1M
- Net assets
- $35.1M
- Active participants
- 133
- With balances
- 201
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan) | $65,723 |
| Stancorp | Claims processing, Recordkeeping, Custodial (other) | $34,003 |
| Benefit Resources, Inc. | Investment advisory (plan) | $4,300 |
| Schwab | Custodial (securities) | $0 |
| Stancorp Financial Group | Custodial (securities) | $0 |