AUMdb

Arizona Advanced Surgery 401(k) Plan

Sponsored by Arizona Advanced Surgery, Llc · EIN 843016310 · Plan #001

Total assets
$18.5M
Net assets
$18.5M
Active participants
153
With balances
198

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 O Recordkeeping fees $38,205
Empower Advisory Group, Llc Investment management $7,416
Empower Financial Services, Inc. Securities brokerage $25
Empower Financial Services, Inc. Other investment fees and expenses $10
Empower Financial Services, Inc. Shareholder servicing fees $0