Central Anesthesia Service Exchange Medical Group, Inc. Profit Sharing Plan
Sponsored by Central Anesthesia Service Exchange Medical Group, Inc. · EIN 680116562 · Plan #001
- Total assets
- $141M
- Net assets
- $141M
- Active participants
- 142
- With balances
- 181
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 |
|---|---|---|
| Leconte Wealth Management, Llc CRD 168539 | deterministic · 100% | 2024 |
| Torrey Growth & Income Advisors, Llc CRD 139940 | fuzzy_auto · 97% | 2024 |
| Cibc Private Wealth Advisors, Inc. CRD 109644 | fuzzy_auto · 99% | 2024 |
| Statheros Financial Solutions, Inc. CRD 306217 | fuzzy_auto · 93% | 2024 |
| Maia Wealth, Llc CRD 292817 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Leconte Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $29,060 |
| Torrey Growth & Income Advisor | Investment advisory (participants), Direct payment from the plan | $23,831 |
| Cibc Private Wealth Advisors I | Investment advisory (participants), Direct payment from the plan | $22,167 |
| Statheros Financial | Investment advisory (participants), Direct payment from the plan | $11,403 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $6,154 |
| Maia Wealth Llc | Investment advisory (participants), Direct payment from the plan | $6,071 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,506 |