Family Health/La Clinica 401(k) Retirement Plan
Sponsored by Family Health/La Clinica · EIN 391181480 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 182
- With balances
- 225
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 |
|---|---|---|
| Kerberrose Wealth Management, Llc CRD 168787 | 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 |
|---|---|---|
| Kerberrose Wealth Management Llc | Investment advisory (plan) | $17,325 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $13,007 |
| The Retirement Advantage Inc | Contract administrator | $7,668 |
| Empower Advisory Group, Llc | Investment management | $1,020 |