401(k) Profit Sharing Plan For The Employees Of Planned Parenthood Mar Monte, Inc.
Sponsored by Planned Parenthood Mar Monte, Inc. · EIN 941583439 · Plan #003
- Total assets
- $70.7M
- Net assets
- $70.7M
- Active participants
- 753
- With balances
- 1,245
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 |
|---|---|---|
| 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 | Recordkeeping, Participant loan processing, Direct payment from the plan | $58,206 |
| Gallagher Benefit Services Inc Dba | Consulting (general), Consulting fees | $44,999 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $12,274 |