Reid Outpatient Surgery And Endoscopy 401(k) Plan
Sponsored by Reid Outpatient Surgery And Endoscopy, Llc · EIN 202844915 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 177
- With balances
- 219
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 |
|---|---|---|
| Morgan Stanley Wealth Management | Investment advisory (plan), Direct payment from the plan | $14,324 |
| Ascensus | Recordkeeping, Direct payment from the plan, Participant loan processing | $10,739 |
| Charles Schwab Trust Bank | Trustee (directed), Direct payment from the plan | $3,165 |
| Nyhart | Recordkeeping, Direct payment from the plan, Participant loan processing | $2,329 |
| Allworth Financial Management | Trustee (directed), Direct payment from the plan | $928 |