Bay Area Surgical Specialists Defined Benefit Pp&T
Sponsored by Bay Area Surgical Specialists Medical Corporation · EIN 562605608 · Plan #002
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 385
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Actuarial Data Inc. | Actuarial | $193,180 |
| Wealthplan Investment Management Ll | Investment management fees (direct) | $81,285 |
| Armanino Llp | Accounting | $33,075 |