Chrisanne Gordon, M.D. Profit Sharing Plan
Sponsored by Chrisanne Gordon M.D. · EIN 311257236 · Plan #002 · Canfield, OH
- Total assets
- —
- Net assets
- —
- Active participants
- 1
- With balances
- 1
Plan year beginning 01/01/2024 · Profit-sharing, Participant-directed brokerage accounts, Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc. | Investment advisory (plan), Insurance brokerage commissions, Account maintenance fees | $49,653 |