San Diego Cardiac Center Medical Group, Inc. 401(k) Profit Sharing Plan
Sponsored by San Diego Cardiac Center Medical Group, Inc. · EIN 330100747 · Plan #005
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 98
- With balances
- 118
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fisher Investments | Investment advisory (plan), Direct payment from the plan | $53,966 |
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $25,968 |