Carolina Digestive Health Associates, P.A. Profit Sharing & 401(k) Plan
Sponsored by Carolina Digestive Health Associates, P.A. · EIN 561335864 · Plan #002
- Total assets
- $30.2M
- Net assets
- $30.2M
- Active participants
- 115
- With balances
- 135
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $57,593 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $21,884 |
| Nova 401 K Associates | Other services, Other fees | $0 |