North Carolina Nephrology, P. A. 401(k) Profit Sharing Plan
Sponsored by North Carolina Nephrology, P.A. · EIN 812808787 · Plan #001
- Total assets
- $41.2M
- Net assets
- $41.2M
- Active participants
- 108
- With balances
- 128
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 |
|---|---|---|
| Level Four Advisory Services, Llc CRD 134086 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company A | Recordkeeping, Custodial (securities), Direct payment from the plan | $63,969 |
| Level Four Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $8,000 |
| Gilliam Bell Moser Llp | Accounting, Consulting (general), Direct payment from the plan | $400 |