South Denver Cardiology Associates, P.C. 401 K Profit Sharing Plan
Sponsored by South Denver Cardiology · EIN 840639881 · Plan #001
- Total assets
- $50.7M
- Net assets
- $50.7M
- Active participants
- 271
- With balances
- 396
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 |
|---|---|---|
| Noble Wealth Management P.B.C. CRD 322607 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $154 |
| Noble Wealth Management P.B.C. | Investment management, Securities brokerage, Shareholder servicing fees | $0 |
| Northwestern Mutual Wealth Mgmt Co | Investment advisory (plan), Redemption fees | $0 |
| Merrill Lynch Pierce Fenner Smith | Investment management, Securities brokerage, Shareholder servicing fees | $0 |
| Voya Retirement Insurance And Annui | Investment advisory (participants) | $0 |