San Diego Sports Medicine And Family Health Center 401(k) Profit Sharing Plan
Sponsored by San Diego Sports Medicine And Family Health Center · EIN 330061064 · Plan #001
- Total assets
- $14.4M
- Net assets
- $14.4M
- Active participants
- 124
- With balances
- 148
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Service Inc | Investment advisory (plan) | $30,754 |
| Pension Consultants, Inc. | Contract administrator | $3,315 |
| Capitol Group Retirement Plan Servi | Recordkeeping fees | $1,650 |