Providence Medical Group, Northern California 401(k) Profit Sharing Plan
Sponsored by Providence Medical Group, Northern California · EIN 881779768 · Plan #001
- Total assets
- $121M
- Net assets
- $121M
- Active participants
- 369
- With balances
- 402
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 Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan), Investment management | $80,267 |
| Empower Annuity Insurance Company | Recordkeeping fees, Shareholder servicing fees, Securities brokerage | $3,821 |