Wichita Surgical Specialists, P.A. 401(k) Plan
Sponsored by Wichita Surgical Specialists, P.A. · EIN 481156958 · Plan #002
- Total assets
- $71.5M
- Net assets
- $71.5M
- Active participants
- 243
- With balances
- 313
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $75,911 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $18,715 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $336 |