Heart & Vascular/Specialty Medcare 401(k) Plan
Sponsored by Heart & Vascular Partners · EIN 811015611 · Plan #001
- Total assets
- $29.9M
- Net assets
- $29.9M
- Active participants
- 644
- With balances
- 471
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors Inc | Investment advisory (plan) | $55,128 |
| Empower Annuity Insurance Company | Recordkeeping fees | $40,415 |
| Nova 401(k) Associates | Contract administrator | $10,692 |