AUMdb

Center For Mental Health 401(k) Profit Sharing Plan & Trust

Sponsored by Center For Mental Health · EIN 810347441 · Plan #001

Total assets
$3.3M
Net assets
$3.3M
Active participants
110
With balances
92

Plan year beginning 07/01/2024 · 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

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Ins Co Of Amer Recordkeeping fees $36,026
Empower Advisory Group, Llc Investment management $6,602
Jccs, Pc Dba Jccs Benefit Consultin Contract administrator $1,548
Leafhouse Financial Advisors, Llc Other fees $603
Rbc Capital Markets Llc Other commissions $0