Metrolina Nephrology Associates, P.A. 401(k) Plan
Sponsored by Metrolina Nephrology Associates, P.A. · EIN 561378901 · Plan #001
- Total assets
- $60.0M
- Net assets
- $60.0M
- Active participants
- 220
- With balances
- 267
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Beacon Pointe Advisors, Llc CRD 119290 | deterministic · 100% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (participants), Investment management, Direct payment from the plan | $130,250 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $44,639 |
| Beacon Pointe Advisors Llc | Investment advisory (participants), Direct payment from the plan | $10,826 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $9,856 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,896 |