Neurological Surgery, P.C. Retirement Trust
Sponsored by Neurological Surgery, P.C. · EIN 112370723 · Plan #001
- Total assets
- $27.1M
- Net assets
- $27.1M
- Active participants
- 74
- With balances
- 146
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Axa Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $61,547 |
| Global Retirement Partners, Llc | Investment advisory (plan), Direct payment from the plan | $15,462 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping fees, Participant loan processing | $10,144 |