Northwest Medical Specialties, Pllc 401(k) Ps Plan And Trust
Sponsored by Northwest Medical Specialties, Pllc · EIN 911867315 · Plan #002
- Total assets
- $38.1M
- Net assets
- $38.1M
- Active participants
- 240
- With balances
- 277
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 |
|---|---|---|
| Sloy, Dahl & Holst, Llc CRD 110102 | fuzzy_auto · 94% | 2024 |
| Garde Capital, Inc. CRD 151043 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sloy, Dahl, And Holst | Investment advisory (participants), Investment advisory (plan), Participant communication | $137,029 |
| Spectrum Pension Consultants, Inc. | Contract administrator, Recordkeeping, Consulting (general) | $63,544 |
| Garde Capital, Inc. | Investment advisory (participants), Participant communication | $28,472 |