Women's Care, P.C. Section 401(k) Profit Sharing Plan
Sponsored by Women's Care, P.C. · EIN 930979075 · Plan #003
- Total assets
- $49.1M
- Net assets
- $49.1M
- Active participants
- 168
- With balances
- 209
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 |
|---|---|---|
| Roehl & Yi Investment Advisors, Llc CRD 109258 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Roehl & Yi Investment Advisors Llc | Investment advisory (plan) | $55,226 |
| Prime Pensions Northwest, Llc | Other fees, Other services | $18,937 |
| Fidelity Investments Inst Op Co | Recordkeeping fees, Account maintenance fees | $16,458 |
| Jones & Roth | Accounting | $14,175 |