Advocates, Inc. 401(k) Plan
Sponsored by Advocates, Inc. · EIN 237451423 · Plan #001
- Total assets
- $51.1M
- Net assets
- $51.1M
- Active participants
- 2,478
- With balances
- 1,121
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Benefit Services Inc Dba | Investment advisory (plan) | $17,670 |
| Empower Advisory Group, Llc | Investment management | $602 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |