Independent Physicians 401(k) Profit Sharing Plan
Sponsored by Independent Physicians Resource, Inc. · EIN 582287138 · Plan #001
- Total assets
- $84.4M
- Net assets
- $84.4M
- Active participants
- 1,606
- With balances
- 1,150
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 96% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $114,644 |
| Onedigital Investment Ad | Investment advisory (plan), Direct payment from the plan | $101,250 |
| Independent Physicians R | Investment advisory (plan), Direct payment from the plan | $17,000 |
| Windham Brannon Llc | Accounting, Direct payment from the plan | $14,500 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $14,056 |