Aquaphoenix Scientific 401(k) Plan
Sponsored by Aquaphoenix Scientific, Llc · EIN 233058449 · Plan #001
- Total assets
- $22.6M
- Net assets
- $22.6M
- Active participants
- 268
- With balances
- 319
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | 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 |
|---|---|---|
| Empower Annuity Ins. Co Of America | Recordkeeping fees | $49,236 |
| Lpl Financial | Investment advisory (plan) | $29,132 |
| Pa Retirement Solutions Inc | Contract administrator | $15,522 |
| Empower Advisory Group, Llc | Investment management | $5,559 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $897 |