AUMdb

Compugroup Medical Systems 401(k) Plan

Sponsored by Compugroup Medical, Inc. · EIN 320307150 · Plan #002

Total assets
$43.2M
Net assets
$43.2M
Active participants
501
With balances
550

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 $102,771
Empower Annuity Insurance Company O Recordkeeping fees $42,823
Empower Advisory Group, Llc Investment management $4,974