AUMdb

Ek Health Services, Inc. 401(k) Profit Sharing Plan

Sponsored by Ek Health Services, Inc. · EIN 770497964 · Plan #001

Total assets
$13.4M
Net assets
$13.4M
Active participants
240
With balances
268

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
Baybridge Capital Group, Llc CRD 284867 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 $28,217
Baybridge Capital Group Llc Investment advisory (plan) $26,123
Empower Advisory Group, Llc Investment management $6,941