Personify Corporation 401(k) Plan
Sponsored by Personify Corporation · EIN 541826450 · Plan #002
- Total assets
- $28.5M
- Net assets
- $28.5M
- Active participants
- 176
- With balances
- 291
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 |
|---|---|---|
| Retirement Plan Fiduciaries, Llc CRD 161137 | deterministic · 100% | 2024 |
| 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 | $40,778 |
| Retirement Plan Fiduciaries Llc | Investment advisory (plan) | $32,000 |
| Empower Advisory Group, Llc | Investment management | $13,908 |