Agespan, Inc. Tax Sheltered Annuity
Sponsored by Agespan, Inc. · EIN 042545136 · Plan #001
- Total assets
- $33.5M
- Net assets
- $33.5M
- Active participants
- 543
- With balances
- 424
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 | Recordkeeping fees | $6,913 |
| Empower Advisory Group, Llc | Investment management | $1,248 |
| Kestra Investment Services Llc | Other commissions | $0 |