AUMdb

Empower Healthcare Solutions 401(k) Plan

Sponsored by Empower Healthcare Solutions, Llc · EIN 821454637 · Plan #001

Total assets
$6.5M
Net assets
$6.5M
Active participants
429
With balances
449

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Milliman, Inc. Recordkeeping, Participant loan processing, Direct payment from the plan $30,372
First Security Bank Dba C/O Trust A Other fees $19,656
Charles Schwab Trust Bank Custodial (securities), Trustee (directed), Direct payment from the plan $6,352
Charles Schwab & Co., Inc. Custodial (securities), Shareholder servicing fees $0