AUMdb

Agilon Health Inc. 401(k) Profit Sharing Plan

Sponsored by Agilon Health Management Inc. · EIN 812677797 · Plan #001

Total assets
$37.4M
Net assets
$37.4M
Active participants
534
With balances
636

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
Mercer Investments, Llc Consulting (general), Insurance services, Insurance brokerage commissions $138,879
Empower Annuity Insurance Company O Recordkeeping fees $26,884
Empower Advisory Group, Llc Investment management $13,876