Savings Incentive And Profit Sharing Plan For Employees Of Digestive Disease Specialists, Inc.
Sponsored by Digestive Disease Specialists, Inc. · EIN 731121127 · Plan #003
- Total assets
- $41.7M
- Net assets
- $41.7M
- Active participants
- 185
- With balances
- 312
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
| Wells, Fay CRD 326454 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra | Investment management | $99,448 |
| Merrill Lynch | Investment management | $34,574 |
| Charles Schwab | Investment management | $10,199 |
| Wells Fargo | Investment management | $5,746 |