Antonio Sofo & Son Importing Co. Employees' 401(k) Plan
Sponsored by Antonio Sofo & Son Importing Co. · EIN 341026558 · Plan #003
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 433
- With balances
- 541
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) | $73,774 |
| Empower Annuity Insurance Company | Recordkeeping fees | $72,761 |
| Pension Innovations & Consulting | Contract administrator | $16,788 |
| Empower Advisory Group, Llc | Investment management | $8,580 |
| Plante And Moran | Accounting | $0 |