Plan De Retiro Del Centro De Salud Familiar D. J. P. F.
Sponsored by Centro De Salud Familiar Dr. Juliompalmieri Ferri, Inc. · EIN 660496484 · Plan #001
- Total assets
- $568K
- Net assets
- $568K
- Active participants
- 135
- With balances
- 140
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 |
|---|---|---|
| Independent Financial Group, Llc CRD 7717 | 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 |
|---|---|---|
| Independent Financial Group Inc | Investment advisory (plan) | $4,118 |
| Empower Annuity Insurance Company | Recordkeeping fees | $3,608 |
| Empower Advisory Group, Llc | Investment management | $82 |