Agrex Inc. 401(k) Plan
Sponsored by Agrex Inc. · EIN 480803402 · Plan #002
- Total assets
- $21.7M
- Net assets
- $21.7M
- Active participants
- 106
- With balances
- 141
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $16,187 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $12,587 |
| Empower Advisory Group, Llc | Investment management | $7,659 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $10 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |