Portland Gastroenterology Associates, P.A. Profit Sharing Plan
Sponsored by Portland Gastroenterology Associates, P.A. · EIN 010372062 · Plan #001
- Total assets
- $27.0M
- Net assets
- $27.0M
- Active participants
- 167
- With balances
- 225
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilshire Associates | Investment advisory (participants) | $4,942 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $1,442 |