AUMdb

403(b) Thrift Plan Of Ennis Center For Children, Inc.

Sponsored by Ennis Center For Children, Inc. · EIN 382222428 · Plan #001

Total assets
$3.0M
Net assets
$3.0M
Active participants
164
With balances
180

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Empower Annuity Insurance Company O Recordkeeping fees $26,969
Leafhouse Financial Advisors, Llc Other fees $1,750
Empower Advisory Group, Llc Investment management $1,305
Lpl Financial Llc Other commissions $0
Purshe Kaplan Sterling Inv Inc Other commissions $0