Workforce Solutions, Llc 401(k) Plan
Sponsored by Workforce Solutions, Llc · EIN 810823242 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 247
- With balances
- 244
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 |
|---|---|---|
| Mbe Wealth Management, Llc CRD 165516 | 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 |
|---|---|---|
| Mbe Wealth Management Llc | Investment advisory (plan) | $40,022 |
| Empower Annuity Insurance Co | Recordkeeping fees | $31,978 |
| Premier Retirement Partners Llc | Contract administrator | $9,361 |
| Empower Advisory Group, Llc | Investment management | $7,299 |
| Leafhouse Financial Advisors | Investment advisory (plan) | $6,671 |