Fort Recovery Industries, Inc. Money Accumulation Plan And Trust
Sponsored by Fort Recovery Industries, Inc. · EIN 344410626 · Plan #001
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 250
- With balances
- 338
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 |
|---|---|---|
| Bartlett & Co. Wealth Management Llc CRD 292246 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bartlett & Co Wealth Management | Investment advisory (plan) | $32,960 |
| Empower Annuity Insurance Co. | Recordkeeping fees | $15,361 |
| Empower Advisor Group | Investment management | $4,019 |
| Ascensus Holdings Inc | Contract administrator | -$4,231 |