The Baton Rouge Clinic (A Medical Corporation) 401(k) Profit Sharing Plan
Sponsored by The Baton Rouge Clinic (A Medical Corporation) · EIN 721111417 · Plan #002
- Total assets
- $192M
- Net assets
- $192M
- Active participants
- 605
- With balances
- 748
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 |
|---|---|---|
| Evans Investment Advisors, L.L.C. CRD 147000 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $298,971 |
| Evans Investment Advisors Llc | Investment advisory (participants), Direct payment from the plan | $149,396 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $692 |