South Texas Radiology Group Profit Sharing Plan And Trust
Sponsored by South Texas Radiology Group, P.A. · EIN 741671142 · Plan #001
- Total assets
- $112M
- Net assets
- $112M
- Active participants
- 142
- With balances
- 173
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 |
|---|---|---|
| Arrow Wealth Advisors, Inc. CRD 290853 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Smith Anglin Financial Llc | Investment advisory (participants), Direct payment from the plan | $44,634 |
| Arrow Wealth Advisors Inc | Investment advisory (participants), Direct payment from the plan | $13,120 |
| Schwab Retirement Plan Service,Inc. | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $8,211 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,604 |