Oncohealth 401(k) Plan
Sponsored by Oncology Analytics, Inc. · EIN 264695096 · Plan #002
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 177
- With balances
- 184
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 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 |
|---|---|---|
| Mma Securities Llc | Investment advisory (plan) | $33,168 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $18,117 |
| Empower Advisory Group, Llc | Investment management | $3,452 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |