U.S. Foot And Ankle Specialists 401(k) Plan
Sponsored by Foot And Ankle Specialists Of The Mid Atlantic, Llc · EIN 273846421 · Plan #001
- Total assets
- $53.3M
- Net assets
- $53.3M
- Active participants
- 1,184
- With balances
- 806
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 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $55,964 |
| Empower Advisory Group, Llc | Investment management | $38,052 |
| Kb Pension Services Inc | Contract administrator | $35,791 |
| Gallagher Benefit Services Inc Dba | Investment advisory (plan) | $14,615 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $5,721 |
| Retirement Planner & Administrators | Other fees | $1,952 |