American Quarter Horse Association 401(k) Plan
Sponsored by American Quarter Horse Association · EIN 750725576 · Plan #004
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 214
- With balances
- 342
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Amarillo National Bank | Investment advisory (plan), Trustee (directed) | $53,370 |
| Empower Advisory Group, Llc | Investment management | $4,358 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $40 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |