Citrus Cardiology Consultants, Pa Profit Sharing Plan
Sponsored by Citrus Cardiology Consultants, Pa · EIN 592123944 · Plan #002
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 112
- With balances
- 207
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services Ad | Investment advisory (plan) | $41,161 |
| Retirement Solutions Specialists | Contract administrator | $7,466 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $2,809 |