Time Equities, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Time Equities, Inc. · EIN 132659445 · Plan #001
- Total assets
- $321K
- Net assets
- $321K
- Active participants
- 12
- With balances
- 20
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Thrivent Advisor Network, Llc CRD 304569 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Thrivent Advisor Network Llc | Investment advisory (plan) | $81,375 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $13,356 |
| United Benefit Pensions Inc. | Contract administrator | $10,342 |
| Empower Advisory Group, Llc | Investment management | $4,382 |
| Empower Life & Annuity Ins Co Of Ny | Recordkeeping fees | $0 |