Regional Cancer Care Associates Llc 401(k) Profit Sharing Plan
Sponsored by Regional Cancer Care Associates Llc · EIN 223141761 · Plan #001
- Total assets
- $126M
- Net assets
- $126M
- Active participants
- 521
- With balances
- 666
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 |
|---|---|---|
| Beacon Pointe Advisors, Llc CRD 119290 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $199,793 |
| Morgan Stanley | Contract administrator, Direct payment from the plan | $25,682 |
| Beacon Pointe Advisors | Investment advisory (participants), Direct payment from the plan, Securities brokerage commissions | $10,235 |
| The Mandmarblestone Group Llc | Consulting (general), Other services, Direct payment from the plan | $225 |
| Morgan Stanley Global | Consulting (general), Other fees | $0 |
| Grassi & Co., Cpas P.C. | Accounting, Shareholder servicing fees, Other fees | $0 |