The Doe Fund, Inc. 401(k) Plan
Sponsored by The Doe Fund, Inc. · EIN 133412540 · Plan #001
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 485
- With balances
- 663
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 |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $73,107 |
| Empower Advisory Group, Llc | Investment management | $32,131 |
| Leafhouse Financial Advisors, Llc | Other fees | $2,450 |
| Lpl Financial Llc | Other commissions | $0 |
| Morgan Stanley Smith Barney Llc | Other commissions | $0 |
| Morgan Stanley Insurance Services I | Other commissions | $0 |