Professional Health Care Of Pi 401(k) Profit Sharing Plan & Trust
Sponsored by Professional Health Care Of Pi · EIN 593440564 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 137
- With balances
- 121
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 |
|---|---|---|
| Capital Markets Iq, Llc CRD 134921 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Markets Iq Llc | Investment advisory (participants) | $57,855 |
| Paychex, Inc. | Recordkeeping | $14,563 |