San Luis Ambulance Service, Inc. 401(k) Profit Sharing Plan
Sponsored by San Luis Ambulance Service, Inc. · EIN 952999699 · Plan #001
- Total assets
- $26.7M
- Net assets
- $26.7M
- Active participants
- 114
- With balances
- 147
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wealthspire Retirement, Llc CRD 121254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealthspire Retirement Advisory | Investment advisory (plan) | $58,110 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $28,284 |