Family & Children's Agency, Inc. 401(k) Plan
Sponsored by Family & Children's Agency, Inc. · EIN 060970985 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 171
- With balances
- 287
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Envestnet Retirement Solutions, Llc CRD 171570 | 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 | $11,885 |
| Empower Advisory Group, Llc | Investment management | $4,858 |
| Envestnet Retirement Solutions, Llc | Investment advisory (plan) | $3,579 |
| Morgan Stanley Smith Barney Llc | Other commissions | $0 |
| Morgan Stanley Insurance Services I | Other commissions | $0 |