Axis Health System 401(k) Plan
Sponsored by Southwest Colorado Mental Health Center, Inc. Dba Axis Health System · EIN 840506701 · Plan #001
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 433
- With balances
- 451
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 |
|---|---|---|
| Investment Professionals, Llc CRD 282495 | 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 |
|---|---|---|
| Investment Professionals Llc | Investment advisory (plan) | $46,440 |
| Empower Annuity Insurance Company | Recordkeeping fees | $43,900 |
| Empower Advisory Group, Llc | Investment management | $17,108 |