AUMdb

Neomed Center Retirement Plan

Sponsored by Neomed Center Inc · EIN 660485440 · Plan #001

Total assets
$5.6M
Net assets
$5.6M
Active participants
419
With balances
343

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
Popular Securities, Llc CRD 8096 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
Popular Securities Llc Investment advisory (plan) $23,387
Empower Annuity Insurance Company Recordkeeping fees $21,227
Pension Administrators Group, Inc. Contract administrator $16,371
Empower Advisory Group Llc Investment management $1,377