AUMdb

Shine Technologies, Llc 401(k) Plan

Sponsored by Shine Technologies, Llc · EIN 272766459 · Plan #020

Total assets
$26.5M
Net assets
$26.5M
Active participants
266
With balances
460

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
Mariner Wealth Advisors Ic, Llc CRD 289886 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $64,885
Gallagher Benefit Services Inc Dba Investment advisory (plan), Trustee (directed) $42,215
Empower Advisory Group, Llc Investment management $21,437
Mariner Wealth Advisors, Llc Investment advisory (plan) $4,470