Agile Occupational Medicine 401(k) Plan
Sponsored by Agile Upper Holdco, Llc · EIN 882074735 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | 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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $2,232 |
| Commonwealth Equity Services, Llc | Investment advisory (plan) | $1,711 |
| Lincoln Financial Advisors Corp | Investment advisory (plan) | $1,484 |
| Premier Plan Consultants Inc | Contract administrator | $543 |
| 3 38 Investment Fiduciaries Inc | Other fees | $130 |
| Empower Advisory Group Llc | Investment management | $39 |