New Mexico Oncology Hematology Consultants, Ltd 401(k) Profit Sharing Plan
Sponsored by New Mexico Oncology Hematology Consultants, Ltd · EIN 850367056 · Plan #001
- Total assets
- $26.7M
- Net assets
- $26.7M
- Active participants
- 241
- With balances
- 260
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | 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 |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $93,236 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $13,749 |
| Empower Advisory Group, Llc | Investment management | $8,446 |