High Street Insurance Partners 401(k) Plan
Sponsored by High Street Insurance Partners, Inc. · EIN 830860475 · Plan #001
- Total assets
- $148M
- Net assets
- $148M
- Active participants
- 2,168
- With balances
- 2,053
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 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $273,965 |
| Empower Advisory Group, Llc | Investment management | $64,850 |
| Caron & Bletzer, Pllc | Accounting | $41,400 |
| Fiducient Advisors Llc | Investment advisory (plan) | $37,688 |
| Empower Financial Services,Inc. | Securities brokerage, Shareholder servicing fees | $50 |
| The Angell Pension Group Inc | Contract administrator | $0 |