Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan
Sponsored by Heart South Cardiovascular Group, P.C. · EIN 470885243 · Plan #001
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 93
- With balances
- 116
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 |
|---|---|---|
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Waverly Advisors | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $71,636 |