Spectrum Healthcare Partners, P.A. 401(k) Profit Sharing Plan
Sponsored by Spectrum Healthcare Partners, P.A. · EIN 010510040 · Plan #002
- Total assets
- $360M
- Net assets
- $360M
- Active participants
- 489
- With balances
- 844
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 |
|---|---|---|
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| R M Davis Inc CRD 105448 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| H. M. Payson & Co. CRD 2993 | fuzzy_auto · 97% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Douglass Winthrop Advisors Llc CRD 108680 | deterministic · 100% | 2024 |
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
| Headinvest, Llc CRD 140518 | deterministic · 100% | 2024 |
| Portland Global Advisors Llc CRD 109127 | deterministic · 100% | 2024 |
| Azzad Asset Management, Inc. CRD 111291 | deterministic · 100% | 2024 |
| F L Putnam Investment Management Co. CRD 106223 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $127,151 |
| R M Davis Inc | Investment advisory (participants), Direct payment from the plan | $108,497 |
| Capfinancial Partners Llc | Investment advisory (participants), Investment management, Direct payment from the plan | $78,615 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $72,252 |
| H. M. Payson & Co. | Investment advisory (participants), Direct payment from the plan | $67,472 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $25,084 |
| Waypoint Capital Advisors Llc | Investment advisory (participants), Direct payment from the plan | $22,957 |
| Douglass Winthrop Advisors Llc | Investment advisory (participants), Direct payment from the plan | $20,846 |
| Valmark Advisers Inc | Investment advisory (participants), Direct payment from the plan | $18,382 |
| Headinvest Llc | Investment advisory (participants), Direct payment from the plan | $16,838 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $12,975 |
| Portland Global Advisors | Investment advisory (participants), Direct payment from the plan | $9,227 |
| Azzad Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $6,611 |
| F L Putnam Investment Manageme | Investment advisory (participants), Direct payment from the plan | $6,089 |