Farallon Medical Alliance Retirement Plan
Sponsored by Farallon Medical Alliance, Llc · EIN 472544148 · Plan #001
- Total assets
- $58.5M
- Net assets
- $58.5M
- Active participants
- 163
- With balances
- 141
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 Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan) | $100,718 |
| Carlson Quinn And Associates | Contract administrator | $38,327 |