The Window Nation 401(k) And Profit Sharing Plan
Sponsored by Window Nation Llc · EIN 205084724 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 748
- With balances
- 1,176
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 |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | 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 O | Recordkeeping fees | $110,505 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $10,088 |
| Empower Advisory Group, Llc | Investment management | $8,080 |
| Envestnet Retirement Solutions, Llc | Other fees | $6,680 |
| Lpl Financial Llc | Other commissions | $0 |