Clearwater Cardiovascular And Interventional Consultants, Md, Pa 401(k) Profit Sharing Plan
Sponsored by Clearwater Cardiovascular And Interventional Consultants, Md, Pa · EIN 591707138 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Provise Management Group, Llc CRD 105375 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Provise Management Group Llc | Investment advisory (plan) | $65,586 |
| Charles Schwab | Custodial (securities) | $45,607 |
| Lpl Financial Group | Investment management | $37,134 |
| Morganstanley | Investment management | $28,968 |
| Raymond James | Custodial (securities) | $28,655 |
| Pcs | Recordkeeping | $28,391 |
| Merrill Lynch | Custodial (other), Investment management, Securities brokerage | $25,492 |
| Florida Retirement Consultants | Contract administrator | $13,321 |