AUMdb

Plaster & Wald Consulting Corp. 401(k) Profit Sharing Plan And Trust

Sponsored by Plaster & Wald Consulting Corp. · EIN 731519602 · Plan #001

Total assets
$16.8M
Net assets
$16.8M
Active participants
169
With balances
278

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

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Alliant Insurance Services Inc Dba Investment advisory (plan) $46,721
Lbmc Pc Accounting, Contract administrator $15,200
Empower Annuity Insurance Company Recordkeeping fees $14,315
Empower Advisory Group, Llc Investment management $5,980
Empower Financial Services, Inc. Securities brokerage $50
Empower Financial Services, Inc. Securities brokerage $25
Empower Financial Services, Inc. Other investment fees and expenses $10
Empower Financial Services, Inc. Shareholder servicing fees $0