Mayfield Clinic, Inc. Profit Sharing/401(k) Plan
Sponsored by Mayfield Clinic, Inc. · EIN 310588183 · Plan #001
- Total assets
- $73.0M
- Net assets
- $73.0M
- Active participants
- 294
- With balances
- 361
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 |
|---|---|---|
| Foster & Motley, Inc. CRD 106905 | fuzzy_auto · 96% | 2024 |
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $88,762 |
| Foster & Motley Inc | Investment advisory (participants), Direct payment from the plan | $32,097 |
| Mariner Llc | Investment advisory (participants), Direct payment from the plan | $18,814 |
| Fourth Street Performance Part | Investment management, Direct payment from the plan | $12,500 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $800 |