United Digestive 401(k) Plan
Sponsored by Atlanta Gastroenterology Associates · EIN 582238919 · Plan #001
- Total assets
- $91.3M
- Net assets
- $91.3M
- Active participants
- 1,482
- With balances
- 994
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | 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 |
|---|---|---|
| Monterey Financial Partners Inc | Investment advisory (plan) | $40,439 |
| Ascensus Holdings Inc | Contract administrator | $29,886 |
| Frazier & Deeter Llc | Accounting | $26,000 |
| Capfinancial Partners Llc | Investment advisory (plan) | $24,750 |
| Monterey Financial Partners, Inc. | Other fees | $19,114 |
| Empower Annuity Insurance Company | Recordkeeping fees | $10,350 |
| Empower Advisory Group, Llc | Investment management | $7,565 |