South Florida Surgical Special 401(k) Profit Sharing Plan & Trust
Sponsored by South Florida Surgical Special · EIN 201759480 · Plan #002
- Total assets
- $17.4M
- Net assets
- $17.4M
- Active participants
- 156
- With balances
- 215
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 |
|---|---|---|
| Fortune Financial Advisors, Llc CRD 145799 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fortune Financial Services Inc | Investment advisory (participants) | $28,103 |
| Paychex, Inc. | Recordkeeping | $10,543 |