Premier Surgical Associates, Pllc 401(k) Profit Sharing Plan
Sponsored by Premier Surgical Associates, Pllc · EIN 621611998 · Plan #001
- Total assets
- $53.8M
- Net assets
- $53.8M
- Active participants
- 169
- With balances
- 241
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 |
|---|---|---|
| Pya Waltman Capital, Llc CRD 137283 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Trust Company Of Tennessee Inc | Recordkeeping, Trustee (institutional), Investment advisory (plan) | $161,699 |
| Pya Waltman Capital, Llc | Investment management, Other investment fees and expenses, Securities brokerage | $17,615 |
| Lbmc, Pc | Accounting | $11,100 |