Heart & Vascular Of Wisconsin Sc 401(k) Profit Sharing Plan
Sponsored by Heart & Vascular Of Wisconsin Sc · EIN 832640128 · Plan #001
- Total assets
- $1.2K
- Net assets
- $1.2K
- Active participants
- 17
- With balances
- 22
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 |
|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc CRD 38357 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cliftonlarsonallen Wealth Adviosors | Investment advisory (participants), Investment advisory (plan), Investment management | $56,610 |
| Pcs Retirement, Llc | Recordkeeping | $18,052 |