Midwest Ent 401(k) Profit Sharing Plan
Sponsored by Otolaryngology & Head And Neck Surgery, P.A. · EIN 410854211 · Plan #004
- Total assets
- $29.6M
- Net assets
- $29.6M
- Active participants
- 151
- With balances
- 195
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pensionmark Financial Group Llc | Investment advisory (plan), Direct payment from the plan | $16,538 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $14,943 |
| World Investment Advisors | Investment advisory (plan), Direct payment from the plan | $8,954 |