Depatie Fluid Power Company Employee 401(k) Plan
Sponsored by Depatie Fluid Power Company · EIN 300036481 · Plan #002
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 242
- With balances
- 193
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Cws Financial Advisors Llc CRD 297000 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $13,327 |
| Empower Advisory Group, Llc | Investment management | $8,122 |
| Cws Financial Advisors | Investment advisory (plan) | $6,760 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $4,575 |