AUMdb

Cardiothoracic & Vascular Surgical Associates, Pa 401(k) Plan

Sponsored by Cardiothoracic & Vascular Surgical Associates, Pa · EIN 593338654 · Plan #001

Total assets
$21.8M
Net assets
$21.8M
Active participants
114
With balances
482

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Raymond James Investment advisory (participants) $20,460
John Hancock Life Ins Co Recordkeeping, Investment management, Float revenue $5,553