Carolinas Pathology Group, P.A. Profit Sharing Plan
Sponsored by Carolinas Pathology Group, P.A. · EIN 560986500 · Plan #001
- Total assets
- $49.1M
- Net assets
- $49.1M
- Active participants
- 133
- With balances
- 166
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Providence Capital Advisors, Llc CRD 174631 | deterministic · 100% | 2024 |
| Haron Capital Management, Llc CRD 298059 | fuzzy_auto · 97% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab | Investment advisory (plan), Direct payment from the plan | $73,099 |
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $26,282 |
| Merrill Lynch | Investment advisory (plan), Direct payment from the plan | $25,707 |
| Wells Fargo Advisors | Investment advisory (plan), Direct payment from the plan | $21,316 |
| Providence Capital Advisors | Investment advisory (plan), Direct payment from the plan | $12,880 |
| Harbor Capital Management Inc. | Investment advisory (plan), Direct payment from the plan | $10,300 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $8,007 |
| Rbc Wealth Management | Investment advisory (plan), Direct payment from the plan | $6,242 |
| Hardy Reed/Fidelity | Investment advisory (plan), Direct payment from the plan | $6,241 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |