Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan
Sponsored by Surgical Referral Services, Ltd. · EIN 363606955 · Plan #001
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 249
- With balances
- 335
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc | Investment advisory (plan) | $49,950 |
| Northwestern Wisconsin Associates | Contract administrator | $14,823 |
| Empower Advisory Group, Llc | Investment management | $6,431 |