AUMdb

John Knox Village Savings Plan

Sponsored by John Knox Village Of Central Florida, Inc. · EIN 591831906 · Plan #002

Total assets
$9.2M
Net assets
$9.2M
Active participants
648
With balances
505

Plan year beginning 01/01/2024 · 401(m) arrangement, Total participant-directed account

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
Empower Annuity Insurance Co. Recordkeeping fees $6,248
David G Leonard & Assoc. Inc. Contract administrator $3,900
Empower Advisory Group Investment management $592
Ameriprise Financial Services Inc. Other commissions $0