Northwest Family Physicians, P.A. 401(k) Profit Sharing Plan
Sponsored by Northwest Family Physicians, P.A. · EIN 410981766 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 87
- With balances
- 137
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
| Great Valley Advisor Group, Llc CRD 123913 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping | $17,008 |
| Lpl Financial Rpcp | Investment advisory (plan) | $11,793 |
| Dwc Erisa Consultants Llc | Contract administrator | $10,705 |
| Great Valley Advisor | Investment advisory (plan) | $4,199 |
| Tax Sheltered Compensation, Inc | Investment advisory (plan) | $0 |