Retirement Plan For American Enterprise Institute For Public Policy Research
Sponsored by American Enterprise Institute · EIN 530218495 · Plan #001
- Total assets
- $100M
- Net assets
- $100M
- Active participants
- 359
- With balances
- 644
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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 Advisory Group, Llc | Investment management | $6,659 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $608 |