AUMdb

Altura Centers For Health 401(k) Plan

Sponsored by Altura Centers For Health · EIN 770465378 · Plan #001

Total assets
$18.1M
Net assets
$18.1M
Active participants
288
With balances
284

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
Newleaf Wealth Management, Llc CRD 169136 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
Newleaf Wealth Management, Llc Investment advisory (plan) $56,190
Empower Annuity Insurance Company O Recordkeeping fees $38,859
Empower Advisory Group, Llc Investment management $12,738