Community Medical Imaging 401(k) Profit Sharing Plan
Sponsored by Central Valley Community Medical Imaging · EIN 770078751 · Plan #002
- Total assets
- $77.5M
- Net assets
- $77.5M
- Active participants
- 197
- With balances
- 268
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 |
|---|---|---|
| Whelan Financial CRD 107227 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab & Co., Inc. | Trustee (institutional), Investment management fees (direct), Other investment fees and expenses | $181,407 |
| Whelan Financial | Investment advisory (participants), Investment management fees (direct) | $89,326 |
| Spectrum Pension Consultants | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $49,313 |