Foulke Management Corporation, Incorporated 401(k) Plan
Sponsored by Foulke Management Corporation · EIN 222787819 · Plan #001
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 360
- With balances
- 549
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| 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 | $47,265 |
| Ubs Financial Services Inc | Investment advisory (plan) | $41,494 |
| Withumsmith+Brown, Pc | Accounting | $10,244 |
| Belfint, Lyons & Shuman, P.A. | Accounting | $10,000 |
| Empower Advisory Group, Llc | Investment management | $2,290 |