AUMdb

Advanced Radiology Services, P. C. 401(k) Profit Sharing Plan

Sponsored by Advanced Radiology Services, P.C. · EIN 383380785 · Plan #001

Total assets
$192M
Net assets
$192M
Active participants
367
With balances
466

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Capfinancial Partners, Llc Investment advisory (plan) $92,756
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Custodial (securities) $58,606
Cbiz Benefits & Ins Svcs Accounting $25,224
Advance Wealth Other fees $18,886
Uhy Llp Other fees $11,378