District Medical Group, Inc. Profit Sharing And 401(k) Plan & Trust
Sponsored by District Medical Group, Inc. · EIN 208106540 · Plan #001
- Total assets
- $300M
- Net assets
- $300M
- Active participants
- 780
- With balances
- 1,139
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Redw Wealth Llc CRD 109446 | deterministic · 100% | 2024 |
| Physician Wealth Solutions Inc. CRD 151570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan | $109,789 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $96,089 |
| Redw Wealth Llc | Investment advisory (participants), Direct payment from the plan | $9,880 |
| Physician Wealth Solutions Inc | Investment advisory (participants), Direct payment from the plan | $5,761 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $5,250 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $363 |