Anesthesia Associates Of Kansas City, P.A. 401(k) Profit Sharing Plan
Sponsored by Anesthesia Associates Of Kansas City, P.A. · EIN 430975680 · Plan #001
- Total assets
- $181M
- Net assets
- $181M
- Active participants
- 239
- With balances
- 359
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Canvas Wealth Advisors, Llc CRD 306343 | deterministic · 100% | 2024 |
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 98% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Rubinbrown Advisors Llc CRD 116909 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $138,503 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $63,955 |
| Canvas Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $45,835 |
| Prime Capital Investment Advis | Investment advisory (participants), Direct payment from the plan | $13,915 |
| Onedigital Investment Advisors | Investment advisory (participants), Direct payment from the plan | $12,469 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $10,966 |
| Rubinbrown Advisors Llc | Investment advisory (participants), Direct payment from the plan | $6,269 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,926 |