Birmingham Hematology & Oncology Associates, Llc 401 K Plan
Sponsored by Birmingham Hematology & Oncology Associates, Llc · EIN 522170293 · Plan #001
- Total assets
- $43.1M
- Net assets
- $43.1M
- Active participants
- 244
- With balances
- 384
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $8,609 |
| Capital Group Retirement Plan Svcs | Recordkeeping fees | $7,892 |