Gastrointestinal Associates, S.C. 401(k) Profit Sharing Plan
Sponsored by Gastrointestinal Associates, S.C. · EIN 391735324 · Plan #002
- Total assets
- $28.2M
- Net assets
- $28.2M
- Active participants
- 120
- With balances
- 142
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Holdco, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $53,969 |
| Wipfli Llp | Recordkeeping, Participant communication, Direct payment from the plan | $3,441 |