Physicians Primary Care Of Southwest Florida, P.L. 401(k) Profit Sharing Plan And Trust
Sponsored by Physicians Primary Care Of Southwest Florida, P.L. · EIN 650603006 · Plan #001
- Total assets
- $29.8M
- Net assets
- $29.8M
- Active participants
- 225
- With balances
- 188
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Everhart Financial Group Inc | Investment advisory (plan) | $44,468 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $16,263 |
| Progressive Pension Admin., Inc. | Contract administrator | $15,296 |
| Empower Advisory Group, Llc | Investment management | $9,399 |