Metro-West Anesthesia Group, Inc.'s EIN is 43-1648309.
Download the official 2024 Form 5500 (PDF) for Metro-West Anesthesia Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Metro-West Anesthesia Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LARSON FINANCIAL GROUP | 20-4773945 | — | INVESTMENT ADVISOR | $13K | — |
| MERCER GLOBAL ADVISORS | 74-3257877 | — | INVESTMENT ADVISOR | $9K | — |
| IFG ADVISORS LLC | 43-1649208 | — | INVESTMENT ADVISOR | $9K | — |
| BELPOINTE ASSET MANAGEMENT LLC | 56-2641678 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Institutional Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $92.1M | 95.5% | |
| Fidelity Investments Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $1.1M | 1.1% | |
| Notes receivable from participants Interest rates at 4.25%–9.50% | Bonds / Notes | — | — | $228K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $7K |
| — |
| CETERA INVESTMENT ADVISORS LLC | 41-1483314 | — | INVESTMENT ADVISOR | $6K | — |
| MONETA GROUP INVESTMENT ADVISORS | 20-1903821 | — | INVESTMENT ADVISOR | $5K | — |
