AUMdb

401(k) Profit Sharing Plan For Employees Of West Yavapai Guidance Clinic

Sponsored by West Yavapai Guidance Clinic D/B/A Polara Health · EIN 860206928 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
40
With balances
0

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
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 $25,904
Empower Advisory Group, Llc Investment management $0
Pentegra Services Inc Contract administrator $0