AUMdb

English Language Institute In China 403(b) Plan

Sponsored by English Language Institute/China · EIN 953551085 · Plan #002 · Fort Collins, CO

Total assets
$14.2M
Net assets
$14.2M
Active participants
342
With balances
318

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
Cetera Investment Advisers Llc CRD 105644 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cetera Investment Advisers Llc Investment advisory (plan) $29,447
Fidelity Investments Recordkeeping fees, Account maintenance fees $1,675
Empower Annuity Insurance Company Recordkeeping fees $773
Empower Advisory Group Investment management $338