AUMdb

Enhance Therapies 401(k) Plan

Sponsored by Enhance Therapies · EIN 223321058 · Plan #001

Total assets
$115M
Net assets
$115M
Active participants
9,087
With balances
2,802

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $131,776
Synovus Trust Company, N.A. Investment advisory (plan), Investment management $79,049
Cambridge Investment Research Investment advisory (participants), Investment advisory (plan) $44,794
Ggm Associates Inc Accounting $34,000
Captrust Financial Advisors Investment advisory (participants), Investment advisory (plan) $5,038