AUMdb

Channellock 401(k) Plan For Non Bargaining Unit Employees

Sponsored by Channellock, Inc. · EIN 250399850 · Plan #004

Total assets
$17.0M
Net assets
$17.0M
Active participants
66
With balances
104

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $17,416
Schaffner, Knight, Minnaugh .00 & C Accounting $13,025
Definiti Llc Contract administrator $6,255
Empower Annuity Insurance Company Recordkeeping fees $4,911