Advanced Radiology Services Cash Balance Plan
Sponsored by Advanced Radiology Services, P.C. · EIN 383380785 · Plan #002
- Total assets
- $18.0M
- Net assets
- $17.8M
- Active participants
- 130
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Capital Research And Management Company CRD 110885 | deterministic · 100% | 2024 |
| Grantham Mayo Van Otterloo & Co Llc CRD 106220 | fuzzy_auto · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | fuzzy_auto · 94% | 2024 |
| Massachusetts Financial Services Company CRD 110045 | deterministic · 100% | 2024 |
| Charles Schwab Investment Management, Inc CRD 106753 | fuzzy_auto · 97% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Doubleline Capital Lp CRD 152606 | deterministic · 100% | 2024 |
| Guggenheim Partners Investment Management, Llc CRD 137432 | fuzzy_auto · 96% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dodge & Cox | Investment management, Investment management fees (indirect) | $0 |
| Capital Research And Management Co | Investment management, Investment management fees (indirect) | $0 |
| Fidelity & Research Company | Investment management, Investment management fees (indirect) | $0 |
| Grantham, Mayo, Van Otterloo & Co | Investment management, Investment management fees (indirect) | $0 |
| J.P. Morgan Invest. Management, Inc | Investment management, Investment management fees (indirect) | $0 |
| Massachusetts Financial Services Co | Investment management, Investment management fees (indirect) | $0 |
| Charles Schwab Investment Mgmt Inc | Investment management, Investment management fees (indirect) | $0 |
| T. Rowe Price Associates, Inc. | Investment management, Investment management fees (indirect) | $0 |
| Doubleline Capital Lp | Investment management, Investment management fees (indirect) | $0 |
| Guggenheim Partners Invest Mgmt Llc | Investment management, Investment management fees (indirect) | $0 |
| Pacific Investment Mgmt Co, Llc | Investment management, Investment management fees (indirect) | $0 |
| Blackrock, Inc. | Investment management, Investment management fees (indirect) | $0 |
| Spdr State Street Global Advisors | Investment management, Investment management fees (indirect) | $0 |