Western Nephrology And Metabolic Bone Disease, P.C. Employee Profit Sharing Plan And Trust
Sponsored by Western Nephrology & Metabolic Bone Disease, P.C. · EIN 841460205 · Plan #001
- Total assets
- $32.6M
- Net assets
- $32.6M
- Active participants
- 103
- With balances
- 289
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 | $37,184 |
| Cook Street Consulting Inc | Investment advisory (plan) | $15,000 |
| Brock And Company Cpas Pc | Accounting | $12,734 |
| Empower Advisory Group, Llc | Investment management | $11,976 |
| Morgan Stanley Capital Management I | Investment advisory (plan) | $7,500 |