Allen Edwin Residential Builders 401(k) Retirement Plan
Sponsored by Allen Edwin Residential Builder, Llc · EIN 873517408 · Plan #001
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 153
- With balances
- 157
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | 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 |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $39,194 |
| Empower Annuity Insurance Company | Recordkeeping fees | $18,439 |
| Empower Advisory Group, Llc | Investment management | $2,067 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |