Hattiesburg Clinic P. A. Savings Plan
Sponsored by Hattiesburg Clinic, P.A. · EIN 640507572 · Plan #002
- Total assets
- $402M
- Net assets
- $402M
- Active participants
- 2,584
- With balances
- 2,326
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $121,756 |
| Global Retirement Partners Llc | Investment advisory (plan) | $50,000 |
| Maynard Nexsen | Legal | $29,007 |
| Topp Mcwhorter Harvey | Accounting, Consulting (general) | $19,000 |
| Fidelity Investments Institutional | Participant loan processing | -$153,586 |