South Lake Clinic, P. A. Employees' Profit Sharing Plus Plan
Sponsored by South Lake Clinic, P.A. · EIN 411240834 · Plan #001
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 120
- With balances
- 124
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 |
|---|---|---|
| Trust Point Inc. | Recordkeeping, Trustee (institutional), Trustee (discretionary) | $68,499 |