Altair Health 401(k) Plan
Sponsored by Atlantic Neurosurgical Specialists, Inc. · EIN 222020733 · Plan #003
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 0
- With balances
- 99
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 |
|---|---|---|
| Cibc Private Wealth Advisors, Inc. CRD 109644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cibc Private Wealth Advisors Inc | Investment advisory (participants) | $4,407 |
| Charles Schwab & Co., Inc. | Securities brokerage | $71 |
| Charles Schwab Trust Bank | Custodial (securities) | $0 |