Development Workshop, Inc. Retirement Savings Plan
Sponsored by Development Workshop, Inc. · EIN 820303456 · Plan #001
- Total assets
- $1.7M
- Net assets
- $1.7M
- Active participants
- 216
- With balances
- 137
Plan year beginning 07/01/2024 · 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 |
| Echelon Group, Inc. CRD 333195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Professional Benefit Services Inc | Contract administrator | $7,071 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $5,869 |
| Empower Advisory Group, Llc | Investment management | $5,136 |
| Echelon Group | Investment advisory (plan) | $4,084 |
| Arbor Point Advisors | Investment advisory (plan) | $3,347 |