Critical Care & Pulmonary Consultants, P.C. 401(k) Plan
Sponsored by Critical Care & Pulmonary Consultants, P.C. · EIN 841325066 · Plan #003
- Total assets
- $22.3M
- Net assets
- $22.3M
- Active participants
- 193
- With balances
- 155
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 |
| Fisher Asset Management, Llc CRD 107342 | 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 | $7,849 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $7,347 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $6,565 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $296 |