Providence Medical Group, Inc. Retirement Plan
Sponsored by Providence Medical Group, Inc. · EIN 421534506 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 94
- With balances
- 162
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (plan) | $31,063 |
| Empower Annuity Insurance Company | Recordkeeping fees | $22,740 |
| Pension Corporation Of America | Contract administrator | $9,998 |
| Empower Advisory Group, Llc | Investment management | $1,517 |