AUMdb

Mmps Retirement Plan

Sponsored by Mountain Medical Physician Specialists, P.C. · EIN 870565773 · Plan #001

Total assets
$19.3M
Net assets
$19.3M
Active participants
61
With balances
105

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
Stratos Wealth Partners, Ltd CRD 153184 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
Stratos Wealth Partners, Ltd Investment advisory (plan) $22,910
Empower Annuity Insurance Co Recordkeeping fees $9,735
Empower Advisory Group, Llc Investment management $768