Utah Cancer Specialists, P.C. 401(k) Profit Sharing Plan
Sponsored by Utah Cancer Specialists, P.C. · EIN 870519691 · Plan #001
- Total assets
- $53.5M
- Net assets
- $53.5M
- Active participants
- 274
- With balances
- 341
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates Inc | Investment advisory (plan) | $92,610 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $19,705 |
| Pensions Plus Inc | Contract administrator | $6,409 |