Birmingham Heart Clinic, P. C. Profit Sharing Plan
Sponsored by Birmingham Heart Clinic, Pc · EIN 631119002 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 122
- With balances
- 129
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan), Direct payment from the plan | $40,492 |
| Principal Life Insurance Company | Contract administrator, Investment advisory (plan), Direct payment from the plan | $18,892 |
| Ascensus | Contract administrator, Direct payment from the plan, Other services | $3,649 |