Middleton Family Medicine Urgent Care, Llc 401(k) Plan
Sponsored by Middleton Family Medicine Urgent Care, Llc · EIN 471566157 · Plan #002
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 174
- With balances
- 208
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | 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 |
|---|---|---|
| Commonwealth Equity Services Llc | Investment advisory (plan) | $22,230 |
| Empower Annuity Insurance Company | Recordkeeping fees | $14,301 |
| Compass 360 | Other fees | $4,446 |
| Compass Retirement Consulting Group | Contract administrator | $3,675 |
| Empower Advisory Group, Llc | Investment management | $1,833 |