Gastrointestinal Associates, P.C. Retirement Plan
Sponsored by Gastrointestinal Associates, P.C. · EIN 620863523 · Plan #002
- Total assets
- $25.7M
- Net assets
- $25.7M
- Active participants
- 148
- With balances
- 189
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 |
|---|---|---|
| Pya Waltman Capital, Llc CRD 137283 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pya Waltman Capital Llc | Investment advisory (plan), Other investment fees and expenses | $23,000 |
| Newport Group, Inc. | Claims processing, Direct payment from the plan, Recordkeeping | $22,805 |
| Newport Trust Company | Claims processing, Trustee (directed), Custodial (securities) | $22,618 |