AUMdb

Articularis Healthcare Retirement Plan

Sponsored by Articularis Healthcare Group, Inc. · EIN 571099718 · Plan #001

Total assets
$18.6M
Net assets
$18.6M
Active participants
162
With balances
232

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 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
Empower Annuity Insurance Company Recordkeeping fees $38,676
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $27,649
Empower Advisory Group, Llc Investment management $17,602
Ascensus Holdings Inc Dba Futurepla Contract administrator $13,600