Michigan Surgery Specialists, P.C. 401(k) Plan And Trust
Sponsored by Michigan Surgery Specialists, P.C. · EIN 381958736 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 192
- With balances
- 206
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Investment Services Llc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $20,432 |
| Empower Annuity Insurance Company | Recordkeeping fees | $12,012 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $12,012 |
| Barclay Planning Group | Contract administrator | $7,887 |
| Empower Advisory Group | Investment management | $707 |