Sutter Medical Group 401(k) Profit Sharing Plan
Sponsored by Sutter Medical Group, Inc. · EIN 680002401 · Plan #004
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 1,247
- With balances
- 1,493
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Nwk Group, Inc. CRD 124186 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus, Llc | Other services | $242,610 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $104,029 |
| Nwk Group | Investment advisory (plan) | $50,000 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$183,706 |