Joseph Management Group 401(k) Retirement Savings Plan And Trust
Sponsored by Pond Realty Company Dba Joseph Management · EIN 310746641 · Plan #001
- Total assets
- $47.8M
- Net assets
- $47.8M
- Active participants
- 831
- With balances
- 464
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 |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $25,462 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $11,133 |