Santa Fe Recovery Center 401(k) Plan
Sponsored by Santa Fe Recovery Center · EIN 850216976 · Plan #001
- Total assets
- $1.6M
- Net assets
- $1.6M
- Active participants
- 174
- With balances
- 239
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $7,431 |
| Osaic Wealth, Inc. | Investment advisory (plan) | $5,658 |
| Pension Planning Consultants, Inc. | Contract administrator | $4,050 |
| Empower Advisory Group, Llc | Investment management | $2,851 |