Midwest Anesthesia Partners Llc 401(k) P/S Plan
Sponsored by Midwest Anesthesia Partners Llc · EIN 364093188 · Plan #003
- Total assets
- $140M
- Net assets
- $140M
- Active participants
- 108
- With balances
- 227
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 |
|---|---|---|
| Savant Capital, Llc CRD 107271 | deterministic · 100% | 2024 |
| Mark Bell Advisory Services, Inc. CRD 107114 | fuzzy_auto · 98% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Wakefield Asset Management, Lllp CRD 143720 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Savant Capital Llc | Investment advisory (participants), Investment management, Direct payment from the plan | $354,908 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $37,596 |
| Mark Bell Advisory Services In | Investment advisory (participants), Direct payment from the plan | $14,847 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $7,525 |
| Wakefield Asset Mgmt Lllp | Investment advisory (participants), Direct payment from the plan | $5,747 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $2,193 |