Pocket Nurse 401(k) Profit Sharing Plan
Sponsored by Pocket Nurse Enterprises, Llc · EIN 251763055 · Plan #003
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 102
- With balances
- 132
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 |
|---|---|---|
| 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 | Recordkeeping fees | $18,517 |
| Global Retirement Partners Llc | Investment advisory (plan) | $18,000 |
| Empower Advisory Group, Llc | Investment management | $8,527 |
| M2 B Retirement Consulting Llc | Contract administrator | $5,444 |
| Empower Financial Services, Inc | Other investment fees and expenses, Shareholder servicing fees | $10 |