Matthew Walker Comprehensive Health Center, Inc., 401(k) Plan
Sponsored by Matthew Walker Comprehensive Health Center, Inc. · EIN 621035426 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 95
- With balances
- 182
Plan year beginning 02/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $35,758 |
| Ameriprise Financial Inc Dba Columb | Investment advisory (plan) | $7,343 |
| Ameriprise Financial Services Llc | Investment advisory (plan) | $6,642 |
| Empower Advisory Group, Llc | Investment management | $2,075 |