AUMdb

The West Clinic 401(k) And Profit Sharing Plan

Sponsored by The West Clinic Pllc · EIN 621526296 · Plan #001

Total assets
$98.2M
Net assets
$98.2M
Active participants
735
With balances
1,022

Plan year beginning 01/01/2024 · 401(k)

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
The Retirement Plan Company, Llc Recordkeeping fees $128,616
Highland Capital Management, Llc Investment management fees (direct) $92,100