San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing And Savings Plan
Sponsored by San Diego Diagnostic Radiology Medical Group, Inc. · EIN 952669833 · Plan #002
- Total assets
- $116M
- Net assets
- $116M
- Active participants
- 147
- With balances
- 213
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 |
|---|---|---|
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Jacobs & Company, Llc CRD 107674 | fuzzy_auto · 93% | 2024 |
| Rg Financial, Llc CRD 311162 | deterministic · 100% | 2024 |
| Rebalance Llc CRD 158242 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $97,457 |
| Jacobs & Company Llc | Investment advisory (participants), Direct payment from the plan | $42,339 |
| Rg Financial Llc | Investment advisory (participants), Direct payment from the plan | $24,709 |
| Rebalance Llc | Investment advisory (participants), Direct payment from the plan | $14,260 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $8,918 |
| Charles Schwab & Co.,Inc | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,610 |