Proliance Surgeons, Inc., P.S. 401(k) Profit Sharing Plan And Trust
Sponsored by Proliance Surgeons, Inc., P.S. · EIN 911606533 · Plan #001
- Total assets
- $517M
- Net assets
- $517M
- Active participants
- 1,982
- With balances
- 2,853
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwest Plan Services | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $186,115 |
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan) | $125,000 |
| Charles Schwab | Investment management | $52,561 |
| Moss Adams, Llp | Accounting | $21,000 |
| Davis Wright Tremaine, Llp | Legal | $1,420 |