Sarasota Emergency Associates, Pa 401(k) Profit Sharing Plan
Sponsored by Global Physician Network Llc · EIN 821895218 · Plan #002
- Total assets
- $31.4M
- Net assets
- $31.4M
- Active participants
- 214
- With balances
- 264
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $59,216 |
| Nfp Retirement Inc | Investment advisory (plan) | $2,657 |
| Kb Pension Services Inc | Contract administrator | $1,995 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $1,575 |
| Empower Advisory Group, Llc | Investment management | $327 |