401(k) Plan For Employees Of Howard F & C Management Group, Llc
Sponsored by Howard F&C Management Group, Llc · EIN 882707206 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 211
- With balances
- 300
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bates & Company | Contract administrator | $22,388 |
| Bates & Company Inc | Contract administrator | $22,388 |
| Empower Annuity Insurance Company | Recordkeeping fees | $21,616 |
| Empower Annuity Insurance Company | Recordkeeping fees | $21,616 |
| Global Retirement Partners Llc | Investment advisory (plan) | $17,309 |
| Global Retirement Partners, Llc | Investment advisory (plan) | $17,309 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $13,536 |
| Empower Advisory Group, Llc | Investment management | $4,491 |
| Empower Advisory Group | Investment management | $0 |