San Francisco Ballet Association Retirement Plan
Sponsored by San Francisco Ballet Association · EIN 941415298 · Plan #002
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 156
- With balances
- 175
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 |
|---|---|---|
| Nwk Group, Inc. CRD 124186 | 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 |
|---|---|---|
| Nwk Group Inc | Investment advisory (plan) | $34,988 |
| Empower Annuity Insurance Company | Recordkeeping fees | $6,809 |
| Empower Advisory Group, Llc | Investment management | $6,562 |