Exegy Incorporated 401(k) Plan
Sponsored by Exegy Incorporated · EIN 861056004 · Plan #001
- Total assets
- $19.3M
- Net assets
- $19.3M
- Active participants
- 116
- With balances
- 168
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer (Us) Inc Mercer Investments | Consulting (general), Insurance services, Insurance brokerage commissions | $62,794 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $14,226 |
| Empower Advisory Group, Llc | Investment management | $1,048 |