Western Sierra Medical Clinic Inc 401 K Profit Sharing Plan
Sponsored by Western Sierra Medical Clinic Inc · EIN 942279011 · Plan #002
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 152
- With balances
- 155
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan) | $12,505 |
| Capital Group Retirement Plan | Recordkeeping fees | $400 |