AUMdb

401(k) Plan And Employees Trust Of Oncology Hematology West, P. C.

Sponsored by Oncology Hematology West, P.C. · EIN 470754790 · Plan #001

Total assets
$52.1M
Net assets
$52.1M
Active participants
347
With balances
367

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $137,475
Global Retirement Partners Llc Investment advisory (plan) $43,214
Benefit Plans, Inc. Contract administrator $2,464
Osaic Fa Inc Other commissions $0