Makor Management Llc 401(k) Plan
Sponsored by Makor Management Llc · EIN 872073026 · Plan #001
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 79
- With balances
- 108
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | 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 Ins Co Of America | Recordkeeping fees | $19,563 |
| Commonwealth Equity Services Llc | Investment advisory (plan) | $12,184 |
| Ascensus Holdings Inc Dba Futurepla | Contract administrator | $3,143 |
| Empower Advisory Group, Llc | Investment management | $1,489 |