Pueblo Radiology Medical Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Pueblo Radiology Medical Group, Inc . · EIN 952862709 · Plan #001
- Total assets
- $48.5M
- Net assets
- $48.5M
- Active participants
- 96
- With balances
- 135
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 |
|---|---|---|
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Painted Porch Advisors Llc CRD 304375 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $78,264 |
| Painted Porch Advisors Llc | Investment advisory (participants), Direct payment from the plan | $26,576 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $24,958 |
| Charles Schwab & Co., Inc | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,051 |