AUMdb

Children's Home Society Of South Dakota Retirement Plan

Sponsored by Childrens Home Society Of South Dakota · EIN 460224542 · Plan #001

Total assets
$20.3M
Net assets
$20.3M
Active participants
335
With balances
461

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Commonwealth Equity Services, Llc CRD 8032 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
Commonwealth Financial Network Investment advisory (plan) $27,814
Empower Annuity Ins Company Of Amer Recordkeeping fees $19,894
Superiorusa Corporat Contract administrator, Plan administrator, Other services $5,491
Empower Advisory Group, Llc Investment management $1,325