Concordance Healthcare Solutions 401(k) Retirement Plan
Sponsored by Concordance Healthcare Solutions · EIN 383986849 · Plan #001
- Total assets
- $45.2M
- Net assets
- $45.2M
- Active participants
- 855
- With balances
- 744
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 |
|---|---|---|
| Moneta Group Investment Advisors, Llc CRD 104727 | fuzzy_auto · 100% | 2024 |
| 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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $78,452 |
| Moneta Group Investment Advisors Ll | Consulting (general), Investment advisory (plan) | $46,660 |
| Osaic Wealth Inc | Investment advisory (plan) | $34,124 |
| Empower Advisory Group, Llc | Investment management | $15,692 |