Maxhealth 401(k) Plan
Sponsored by Florida Medical Specialists, Llc · EIN 205283786 · Plan #001
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 441
- With balances
- 295
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 |
|---|---|---|
| Global Freedom Financial Llc CRD 316257 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Financial | Investment advisory (plan), Direct payment from the plan | $98,550 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Other fees | $28,924 |