Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan
Sponsored by Cedar Valley Medical Specialists, P.C. · EIN 421417307 · Plan #001
- Total assets
- $113M
- Net assets
- $113M
- Active participants
- 499
- With balances
- 625
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 |
|---|---|---|
| Cetera Advisors Llc | Investment advisory (plan) | $39,985 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $13,919 |