AUMdb

Tallahassee Neurological Clinic, P.A. 401(k) Profit Sharing Plan

Sponsored by Tallahassee Neurological Clinic, P.A. · EIN 591286000 · Plan #006

Total assets
$14.0M
Net assets
$14.0M
Active participants
104
With balances
133

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
Osaic Wealth, Inc. CRD 23131 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
Osaic Wealth Inc Investment advisory (plan) $50,624
Empower Advisory Group, Llc Investment management $19,708
Empower Annuity Insurance Company Recordkeeping fees $3,624