AUMdb

Canon Medical Informatics, Inc. Savings Plan

Sponsored by Canon Medical Informatics, Inc. · EIN 421321776 · Plan #001

Total assets
$54.3M
Net assets
$54.3M
Active participants
159
With balances
262

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sageview Advisory Group, Llc Investment management $47,545
Empower Annuity Insurance Company Recordkeeping fees $33,186