Duly Health And Care 401(k) Plan
Sponsored by Midwest Physician Administrative Services, Llc, D/B/A Duly Health And · EIN 453237183 · Plan #004
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 6,585
- With balances
- 8,602
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 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $367,918 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $117,954 |
| Cwm Llc | Other fees | $64,774 |
| Empower Advisory Group, Llc | Investment management | $61,755 |
| Ipi Asset Management Inc | Other fees | $33,964 |
| Mcgladrey Llp | Accounting | $19,665 |
| Curi Rmb Capital Llc | Other fees | $11,881 |
| Performance Wealth | Other fees | $11,420 |
| Savant Capital Llc | Other fees | $10,159 |
| Hamilton Capital Llc | Other fees | $5,056 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $4,229 |