North Atlanta Primary Care 401(k) Plan
Sponsored by North Atlanta Primary Care · EIN 581896468 · Plan #001
- Total assets
- $22.1M
- Net assets
- $22.1M
- Active participants
- 786
- With balances
- 659
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 |
|---|---|---|
| Venture Visionary Partners Llc CRD 304237 | 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 |
|---|---|---|
| Futureplan By Ascensus | Contract administrator | $33,448 |
| Empower Annuity Insurance Company | Recordkeeping fees | $21,579 |
| Venture Visionary Partners Llc | Investment advisory (plan) | $17,684 |
| Empower Advisory Group, Llc | Investment management | $4,510 |
| Morgan Stanley Smith Barney Llc | Other commissions | $0 |
| Ascensus Inc. | Other fees | $0 |