St. Louis Heart & Vascular 401 K Plan
Sponsored by St. Louis Heart & Vascular, P.C. · EIN 431637707 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Plus | Recordkeeping, Consulting (pension) | $31,128 |
| Sikich, Llp | Accounting | $28,149 |
| Merrill Lynch, Pierce, Fenner & Smi | Investment management fees (direct), Shareholder servicing fees, Sub-transfer agency fees | $26,134 |
| American Funds | Recordkeeping, Investment management, Participant loan processing | $3,860 |