Eclinicalworks Profit Sharing 401(k) Plan
Sponsored by Eclinicalworks, Llc · EIN 043461392 · Plan #001
- Total assets
- $241M
- Net assets
- $241M
- Active participants
- 1,458
- With balances
- 1,823
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $65,725 |
| Dimeo Schneider & Associates Llc | Consulting (general) | $48,380 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $37,649 |