AUMdb

Specialty Rx, Inc. 401 (K) Saving Plan

Sponsored by Specialty Rx, Inc. · EIN 743046353 · Plan #001

Total assets
$8.0M
Net assets
$8.0M
Active participants
1,135
With balances
1,404

Plan year beginning 08/01/2024 · 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
Empower Annuity Insurance Company Recordkeeping fees $5,171
The Paragon Alliance Group Llc Contract administrator $3,500
Empower Advisory Group, Llc Investment management $2,024
The Retirement Plan Company, Llc Contract administrator $780

Filing history

Plan year Assets Participants Source
08/01/2024 $8.0M 1,135 ack 20260513082812NAL0006162643001
08/01/2021 $2.5M 526 ack 20250616151536NAL0001583344001