AUMdb

New Hope Treatment Centers 401(k) Plan

Sponsored by New Hope Treatment Centers, Llc · EIN 464254475 · Plan #001

Total assets
$3.9M
Net assets
$3.9M
Active participants
300
With balances
352

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
Osaic Wealth, Inc. CRD 23131 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 O Recordkeeping fees $40,900
Osaic Wealth Inc Investment advisory (plan) $17,924
Empower Advisory Group, Llc Investment management $970