Engagemed 401(k) Plan
Sponsored by Engagemed, Inc. · EIN 710765533 · Plan #001
- Total assets
- $49.2M
- Net assets
- $49.2M
- Active participants
- 1,060
- With balances
- 1,200
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 |
|---|---|---|
| Pension Consultants Inc CRD 113914 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $155,898 |
| Pension Consultants, Inc.P | Investment advisory (plan) | $60,000 |
| Hcj Cpas & Advisors, Pllc | Accounting | $19,805 |