Florida Digestive Health Specialists, Llp 401(k) Plan
Sponsored by Florida Digestive Health Specialists, Llp · EIN 270709861 · Plan #001
- Total assets
- $35.1M
- Net assets
- $35.1M
- Active participants
- 246
- With balances
- 364
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 |
|---|---|---|
| Kovack Advisors, Inc. CRD 140808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $37,377 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $21,949 |
| Pdr Cpas & Advisors | Accounting, Direct payment from the plan | $13,808 |
| Kovack Advisors Inc | Investment advisory (plan), Direct payment from the plan | $7,452 |