Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan
Sponsored by Charter Oak Health Center, Inc. · EIN 060986747 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 197
- With balances
- 304
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $10,833 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $9,800 |
| Pension Consultants, Inc. | Contract administrator | $1,744 |
| Morgan Stanley Smith Barney | Other commissions | $0 |