AUMdb

Missouri Cardiovascular Specialists, Llp 401(k) Profit Sharing Plan

Sponsored by Missouri Cardiovascular Specialists, Llp · EIN 431566193 · Plan #001

Total assets
$48.9M
Net assets
$48.9M
Active participants
104
With balances
149

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nationwide Recordkeeping $55,164
Genex Consulting Consulting (general) $46,994
Charles Schwab Insurance brokerage commissions $35,601
Fidelity Brokerage Services, Llc Insurance brokerage commissions $33,325
Northwestern Mutual Wealth Manageme Insurance brokerage commissions $25,047
Interactive Brokers Insurance brokerage commissions $14,056
Commerce Bank Insurance brokerage commissions $13,701
Aps Pentegra Recordkeeping fees, Account maintenance fees $2,497