Zumbro Valley Health Center 401(k) Savings Plan
Sponsored by Zumbro Valley Health Center, Inc. · EIN 416052022 · Plan #002
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 219
- With balances
- 251
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 |
|---|---|---|
| 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 | $49,070 |
| Ascensus Holdings, Inc. Dba Futurep | Contract administrator | $44,829 |
| Zumbro Valley Health Center | Contract administrator | $42,008 |
| Empower Advisory Group, Llc | Investment management | $23,137 |
| Leafhouse Financial Advisors, Llc | Other fees | $1,710 |
| Stifel Nicolaus & Co., Inc. | Other commissions | $0 |