Emergency Physicians Of Tidewater, Plc 401(k) & Profit Sharing Plan
Sponsored by Emergency Physicians Of Tidewater, P.L.C. · EIN 541141362 · Plan #004
- Total assets
- $141M
- Net assets
- $141M
- Active participants
- 228
- With balances
- 265
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 |
|---|---|---|
| Financial Security Advisory Inc CRD 110746 | fuzzy_auto · 98% | 2024 |
| Clearstead Advisors, Llc CRD 105674 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Wilbanks, Smith & Thomas Asset Management, Llc CRD 106060 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Security Advisory, In | Investment advisory (participants), Direct payment from the plan | $75,439 |
| Clearstead Advisors Llc | Investment advisory (participants), Direct payment from the plan | $62,030 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $21,062 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $19,457 |
| Wilbanks Smith & Thomas Asset | Investment advisory (participants), Direct payment from the plan | $16,351 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $3,290 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |