Ob/Gyn Specialists Of The Palm Beaches Ii, Llc, 401(k) Profit Sharing Plan And Trust
Sponsored by Ob/Gyn Specialists Of The Palm Beaches Ii, Llc · EIN 384055153 · Plan #003
- Total assets
- $40.3M
- Net assets
- $40.3M
- Active participants
- 220
- With balances
- 283
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 |
|---|---|---|
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $119,837 |
| Empower Advisory Group Llc | Investment management | $4,329 |
| Securities America Inc | Other commissions | $0 |
| Osaic Wealth Inc. | Other commissions | $0 |
| Barry Max Levy & Associates | Contract administrator | $0 |