Million Dollar Round Table 401(k) Thrift Plan
Sponsored by Million Dollar Round Table · EIN 362138427 · Plan #002
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 139
- With balances
- 162
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 |
|---|---|---|
| Principal Securities, Inc. CRD 1137 | deterministic · 100% | 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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $43,179 |
| Principal Securities Inc | Investment advisory (plan) | $28,811 |
| Empower Advisory Group, Llc | Investment management | $3,439 |