AUMdb

Fort Collins Women's Clinic, P.C. 401(k) Plan

Sponsored by Fort Collins Womens Clinic, P.C. · EIN 840596245 · Plan #001

Total assets
$22.5M
Net assets
$22.5M
Active participants
107
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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
T. Rowe Price Rps, Inc. Recordkeeping fees $13,020
Empower Advisory Group, Llc Investment management $2,959
Empower Annuity Ins Co Of America Recordkeeping fees $2,038
Morgan Stanley Insurance Services Other commissions $0
Morgan Stanley Smith Barney Llc Other commissions $0