AUMdb

Fairfield County Healthcare Associates, P.C. 401(k) Profit Sharing Plan

Sponsored by Fairfield County Healthcare Associates, P.C. · EIN 061452971 · Plan #001

Total assets
$30.9M
Net assets
$30.9M
Active participants
107
With balances
151

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
Charles Schwab & Co., Inc Investment management fees (indirect) $25,677
Osaic Fs Inc Other commissions $0
Lpl Financial Llc Other commissions $0