AUMdb

Etrailer Corporation Employee Profit Sharing Plan & Trust

Sponsored by Etrailer Corporation · EIN 430765751 · Plan #001

Total assets
$32.0M
Net assets
$32.0M
Active participants
378
With balances
348

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 Annuity Insurance Company Recordkeeping fees $30,740
Gallagher Benefit Services Inc Dba Investment advisory (plan) $22,745
Empower Advisory Group, Llc Investment management $8,516
Universal Financial Advisors, Llc Other fees $3,551