Partnermd Employees Retirement Plan
Sponsored by Partnermd, Llc · EIN 352187337 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 163
- With balances
- 141
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | 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 |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $32,921 |
| Empower Annuity Insurance Company | Recordkeeping fees | $29,472 |
| Empower Advisory Group, Llc | Investment management | $2,472 |