AUMdb

New England Cancer Specialists Profit Sharing Plan

Sponsored by Maine Center For Cancer Medicine & Blood Disorders, P.A. D/B · EIN 010357684 · Plan #001

Total assets
$41.6M
Net assets
$41.6M
Active participants
316
With balances
353

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
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Co Of Ame Recordkeeping fees $37,699
Sentinel Benefits Group, Llc Recordkeeping, Direct payment from the plan $24,127
Cbiz Cpas P.C. Accounting, Direct payment from the plan $19,570
Hub International Advisors Investment advisory (plan), Investment management fees (direct) $14,952
Fiducient Advisors Llc Investment advisory (plan) $13,864
Global Retirement Partners Investment advisory (plan), Investment management fees (direct) $13,484
Nbt Bank Na Dba Third Party Admin Contract administrator $8,000