Mengel, Metzger, Barr & Co. Llp Retirement Savings Plan
Sponsored by Mengel, Metzger, Barr & Co. Llp · EIN 161092347 · Plan #001 · Fairport, NY
- Total assets
- $68.7M
- Net assets
- $68.7M
- Active participants
- 199
- With balances
- 298
Plan year beginning 10/01/2024 · 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 |
| Arkadios Wealth Advisors Llc CRD 288863 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $117,652 |
| Arkadios Wealth Advisors Llc | Investment advisory (plan) | $47,791 |
| Empower Advisory Group | Investment management | $2,475 |
| Rimkus Marciano & Associates Inc. | Contract administrator | $2,200 |