General Atomics 401(k) Retirement Savings Plan
Sponsored by General Atomics · EIN 953735102 · Plan #002
- Total assets
- $2.8B
- Net assets
- $2.8B
- Active participants
- 12,686
- With balances
- 15,974
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 |
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $1,077,453 |
| Empower Annuity Ins Co Of America | Recordkeeping, Participant loan processing, Direct payment from the plan | $316,068 |
| Sageview Advisory Group Llc | Investment advisory (plan), Other fees | $60,000 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $31,672 |
| Envestnet Asset Mgmt Inc. | Other fees | $15,984 |
| Creative Capital Mgmt Investments | Other fees | $10,739 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $8,485 |
| Oak Summit Wealth Mgmt Inv. | Other fees | $6,569 |