AUMdb

New Health 401(k) Plan

Sponsored by New Health Programs Association · EIN 911053847 · Plan #002

Total assets
$5.3M
Net assets
$5.3M
Active participants
153
With balances
138

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
Da Davidson & Co Investment advisory (plan) $15,191
Empower Advisory Group, Llc Investment management $3,379
Empower Annuity Insurance Company O Recordkeeping fees $3,211