Ctvs 401(k) Plan
Sponsored by Cardiothoracic & Vascular Surgeons, P.A. · EIN 741796484 · Plan #001
- Total assets
- $69.2M
- Net assets
- $69.2M
- Active participants
- 101
- With balances
- 152
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 |
|---|---|---|
| Atlasmark Financial, Inc. CRD 152635 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Atlasmark Financial, Inc | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $10,265 |
| Employee Incentive Plans, Inc. | Claims processing, Contract administrator, Recordkeeping | $3,666 |
| Fidelity Brokerage Services, Inc. | Claims processing, Custodial (securities), Other services | $3,666 |