Keystone Anesthesia Consultants Ltd Profit Sharing Plan
Sponsored by Keystone Anesthesia Consultants Ltd · EIN 251458150 · Plan #002
- Total assets
- $32.5M
- Net assets
- $32.5M
- Active participants
- 86
- With balances
- 122
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 |
|---|---|---|
| Confluence Wealth Services, Inc. CRD 311980 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Confluence Wealth Services | Investment advisory (plan) | $55,110 |
| Dunbar Bender & Zapf Inc | Contract administrator | $2,750 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $750 |