A. Morton Thomas And Associates, Inc. 401(k) Plan
Sponsored by A. Morton Thomas And Associates, Inc. · EIN 520728302 · Plan #002
- Total assets
- $77.8M
- Net assets
- $77.8M
- Active participants
- 509
- With balances
- 590
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 |
|---|---|---|
| Acec Retirement Trust | Other fees | $83,896 |
| Empower Advisory Group, Llc | Investment management | $40,479 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $5,645 |