Wake Internal Medicine Consultants Inc. 401 K Profit Sharing Plan
Sponsored by Wake Internal Medicine Consultants, Inc. · EIN 561231430 · Plan #002
- Total assets
- $45.9M
- Net assets
- $45.9M
- Active participants
- 152
- With balances
- 160
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Other fees, Recordkeeping | $50,111 |
| Curi Wealth Management Llc | Investment advisory (plan), Direct payment from the plan | $21,105 |
| Creative Planning | Investment advisory (plan), Direct payment from the plan | $11,622 |