Kevin MAIR signed Clearwater Cardiovascular and Interventional Consultants, MD, PA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clearwater Cardiovascular and Interventional Consultants, MD, PA's EIN is 59-1707138.
Download the official 2024 Form 5500 (PDF) for Clearwater Cardiovascular and Interventional Consultants, MD, PA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clearwater Cardiovascular and Interventional Consultants, MD, PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROVISE MANAGEMENT GROUP LLC | — | CLEARWATER, FL | NONE | $66K | — |
| CHARLES SCHWAB | 42-1558009 | — | NONE | $46K | — |
| LPL FINANCIAL GROUP | — | CLEARWATER, FL | NONE | $37K | — |
| MORGANSTANLEY | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| CLEARWATER, FL |
| NONE |
| $29K |
| — |
| RAYMOND JAMES | — | CLEARWATER, FL | NONE | $29K | — |
| PCS | — | TAMPA, FL | NONE | $28K | — |
| MERRILL LYNCH | — | ST PETERSBURG, FL | NONE | $25K | — |
| FLORIDA RETIREMENT CONSULTANTS | — | LAND O LAKES, FL | NONE | $13K | — |
