Medical Associates Clinic P. C. 401(k) Profit Sharing Plan
Sponsored by Medical Associates Clinic, P.C. · EIN 421115442 · Plan #002
- Total assets
- $320M
- Net assets
- $320M
- Active participants
- 1,103
- With balances
- 1,397
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 |
|---|---|---|
| Steele Capital Management, Inc. CRD 107097 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Steele Capital Management Inc | Investment advisory (participants), Investment advisory (plan) | $85,787 |
| Capfinancial Partners Llc Dba Captr | Other fees | $44,306 |
| Eide Bailly Llp | Investment advisory (plan) | $14,700 |
| Empower Annuity Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping | $11,386 |
| Prudential Investment Management | Distribution (12b-1) fees, Securities brokerage commissions | $674 |