Winchester Cardiology And Vascular Medicine, P. C. 401(k) Profit Sharing Plan
Sponsored by Winchester Cardiology & Vascular Medicine, P.C. · EIN 262446878 · Plan #001
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 96
- With balances
- 214
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc | Other commissions | $57,345 |
| Fidelity Brokerage Services, Llc | Recordkeeping, Investment advisory (participants), Securities brokerage | $26,914 |
| Empower Annuity Insurance Company | Recordkeeping fees | $12,076 |
| Rbc Wealth Management | Recordkeeping, Investment advisory (participants), Securities brokerage | $9,594 |
| The Benefit Practice | Contract administrator | $4,737 |