Boulder Valley Gastroenterology, Inc. Profit Sharing Plan
Sponsored by Boulder Valley Gastroenterology, Inc. · EIN 841001906 · Plan #002
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 249
- With balances
- 362
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 |
|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc CRD 38357 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cliftonlarsonallen Wealth Advisors | Investment advisory (plan) | $23,992 |
| Map Retirement Usa Llc | Contract administrator, Other fees | $12,815 |