AUMdb

Betterhealth, A Planned Parenthood Partnership

Sponsored by Betterhealth, A Planned Parenthood Partnership · EIN 233084482 · Plan #002

Total assets
$3.8M
Net assets
$3.8M
Active participants
115
With balances
139

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
Global Retirement Partners Llc CRD 172011 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 $15,943
Global Retirement Partners Investment advisory (plan) $11,840
Empower Advisory Group, Llc Investment management $627