Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan
Sponsored by Margiotti & Kroll Pediatrics, P.C. · EIN 233045289 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 80
- With balances
- 121
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 |
|---|---|---|
| Avantia Investment Services, Llc CRD 307869 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Avantax Investment Services Inc | Investment advisory (plan) | $18,153 |
| Siegel Actuarial Consulting, Inc. | Contract administrator | $1,850 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $1,063 |