AUMdb

Ent Of Georgia, Llc Retirement Savings Plan

Sponsored by Ent Of Georgia, Llc · EIN 582242409 · Plan #001

Total assets
$25.3M
Net assets
$25.3M
Active participants
111
With balances
155

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
Monterey Wealth Partners Llc CRD 172577 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
Monterey Wealth Investment advisory (plan) $32,372
Empower Annuity Insurance Company Recordkeeping fees $14,052
Empower Advisory Group, Llc Investment management $1,921
Ascensus Holding Dba Futureplan Contract administrator $1,350