Gastroenterology Specialties, P.C.Safe Harbor 401(k) Profit Sharing Plan
Sponsored by Gastroenterology Specialties, P.C. · EIN 470717686 · Plan #003
- Total assets
- $43.2M
- Net assets
- $43.2M
- Active participants
- 143
- With balances
- 185
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Da Davidson & Co | Investment advisory (plan) | $26,306 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $17,399 |
| Pension Administrators Llc | Contract administrator | $2,287 |
| Fidelity Brokerage Services Llc | Investment management fees (direct) | $0 |
| Charles Schwab | Investment management fees (direct) | $0 |
| Wells Fargo Advisors | Investment management fees (direct) | $0 |
| Elkhorn Partners Limited Partnershi | Investment management fees (direct) | $0 |