Patriot Ambulance Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Patriot Ambulance Inc. · EIN 042675303 · Plan #001
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 75
- With balances
- 105
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 |
|---|---|---|
| Alta Wealth Advisors Llc CRD 293675 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alta Wealth Advisors | Investment advisory (participants) | $16,292 |
| John Hancock Life Insurance Co | Recordkeeping | $988 |