Hpm Foundation, Inc. Dba Healthpromed Retirement Plan
Sponsored by Hpm Foundation, Inc. Dba Healthpromed · EIN 660437924 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 243
- With balances
- 413
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
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 | $29,415 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $1,459 |
| Empower Advisory Group, Llc | Investment management | $29 |
| Osaic Fs Inc | Other commissions | $0 |
| Nppg Record Keeping Solutions | Contract administrator | $0 |
| Oriental Bank & Trust | Contract administrator, Trustee (directed) | $0 |