Velocity Medtech 401(k) Plan
Sponsored by Medtech 7 Holdings, Llc Dba Velocity Medtech · EIN 814589293 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 175
- With balances
- 119
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 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $20,725 |
| Empower Annuity Insurance Company | Recordkeeping fees | $19,354 |
| Larson Allen Llp | Accounting | $18,900 |
| Empower Advisory Group, Llc | Investment management | $2,345 |