AUMdb

Compassionate Cancer Care Medical Group 401 K Plan

Sponsored by Compassionate Cancer Care Medical Group · EIN 383650060 · Plan #001

Total assets
$705K
Net assets
$705K
Active participants
0
With balances
65

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 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 Recordkeeping fees $24,029
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $13,757
Benefit Equity Inc Contract administrator $7,140
Empower Advisory Group, Llc Investment management $2,153