Northstar Medical Management, Inc. 401(k) Profit Sharing Plan
Sponsored by Northstar Medical Management, Inc. · EIN 810538539 · Plan #002
- Total assets
- $28.1M
- Net assets
- $28.0M
- Active participants
- 193
- With balances
- 236
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $61,703 |
| Ubs Financial Services | Investment advisory (participants), Direct payment from the plan | $14,900 |
| Raymond James | Investment advisory (participants), Direct payment from the plan | $10,529 |
| Randall & Hurley, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $7,383 |