National Arbor Day Foundation 401(k) Plan And Trust
Sponsored by National Arbor Day Foundation · EIN 237169265 · Plan #002
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 510
- With balances
- 463
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 O | Recordkeeping fees | $48,220 |
| Da Davidson & Co | Investment advisory (plan) | $35,518 |
| Empower Advisory Group, Llc | Investment management | $5,420 |