Mdwest One, P. C. Profit Sharing Plan
Sponsored by Mdwest One, P.C. · EIN 470619405 · Plan #002
- Total assets
- $67.2M
- Net assets
- $67.1M
- Active participants
- 204
- With balances
- 305
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 |
|---|---|---|
| Ifp Advisors, Llc CRD 125112 | deterministic · 100% | 2024 |
| Northwestern Mutual Investment Services, Llc CRD 2881 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Custodial (other), Custodial (securities) | $98,518 |
| Ifp Advisors, Inc. | Investment advisory (participants), Investment management fees (direct) | $45,008 |
| Newport Group Benefits Consultants | Recordkeeping, Other services, Direct payment from the plan | $40,307 |
| Newport Group, Inc. | Recordkeeping, Other services, Direct payment from the plan | $31,023 |
| Realize Wealth Manage Group | Custodial (securities), Other fees, Direct payment from the plan | $23,436 |
| Northwestern Mutual Inv. Srvcs | Investment advisory (participants), Investment management fees (direct) | $0 |