AUMdb

Healthcare Access Maryland Retirement Savings Plan

Sponsored by Healthcare Access Maryland, Inc. · EIN 522017095 · Plan #001

Total assets
$7.1M
Net assets
$7.1M
Active participants
193
With balances
244

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Tribridge Partners Financial Llc CRD 326489 deterministic · 100% 2024
Global Retirement Partners Llc CRD 172011 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 $36,476
Tribridge Partners Financial Llc Investment advisory (plan) $7,989
Global Retirement Partners Llc Investment advisory (plan) $7,011
Empower Advisory Group, Llc Investment management $2,356