Broadway Medical Clinic, Llp 401(k) Profit Sharing Plan
Sponsored by Broadway Medical Clinic, Llp · EIN 930399811 · Plan #001
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 86
- With balances
- 100
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Continuity Wealth Management, Corp. CRD 111010 | deterministic · 100% | 2024 |
| Ferguson Wellman Capital Management, Inc. CRD 104692 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Inc. | Investment advisory (plan), Investment management, Participant communication | $41,486 |
| Spectrum Pension Consultants, Inc. | Claims processing, Contract administrator, Recordkeeping | $28,930 |
| Continuity Wealth Management | Investment advisory (participants) | $11,367 |
| Ferguson Wellman Capital Management | Investment advisory (participants) | $10,125 |