Childrens Clinic Of Swla Apmc 401(k) Profit Sharing Plan And Trust
Sponsored by Childrens Clinic Of Swla Apmc · EIN 720915428 · Plan #002
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 95
- With balances
- 108
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 |
|---|---|---|
| Asset Planning Services Inc CRD 104715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Asset Planning Services, Inc. | Investment management, Investment management fees (direct) | $128,503 |
| Laporte Cpas | Accounting, Direct payment from the plan | $17,000 |
| Martin,Martin,Randall & Assc. Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $7,440 |