AUMdb

Ascom (Us), Inc. Retirement Plan

Sponsored by Ascom Us, Inc. · EIN 522228503 · Plan #001

Total assets
$25.8M
Net assets
$25.8M
Active participants
173
With balances
225

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
Guardian Wealth Partners, Llc CRD 310203 fuzzy_auto · 97% 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
Guardian Wealth Partners Llp Investment advisory (plan) $46,575
Empower Annuity Insurance Company Recordkeeping fees $22,941
Mvp Plan Administrators Contract administrator $12,470
Empower Advisory Group Llc Investment management $10,921