AUMdb

Michiana Area Electrical Workers' Money Purchase Plan

Sponsored by Trustees Of Michiana Area Elec Workers' Money Purchase Plan · EIN 351861971 · Plan #001

Total assets
$124M
Net assets
$123M
Active participants
1,389
With balances
1,195

Plan year beginning 01/01/2024 · Money purchase

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 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $60,242
Graystone Consulting Investment advisory (plan), Direct payment from the plan $47,373
Empower Advisor Group, Llc Investment management, Investment management fees (direct) $36,118
Tic Midwest Accounting, Contract administrator, Recordkeeping $18,838
May, Oberfell, Lorber Legal, Direct payment from the plan $17,689
Ledbetter Parisi, Llc Legal, Direct payment from the plan $15,582
Benda, Grace, Stulz, & Company P.C. $0