AUMdb

Belimed, Inc. 401(k) Plan

Sponsored by Belimed, Inc. · EIN 650213127 · Plan #001

Total assets
$17.6M
Net assets
$17.6M
Active participants
234
With balances
298

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
Osaic Wealth, Inc. CRD 23131 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
Osaic Wealth Inc Investment advisory (plan) $43,272
Empower Annuity Insurance Company O Recordkeeping fees $19,116
Empower Advisory Group, Llc Investment management $10,790