AUMdb

Nagrastar 401(k) Savings And Retirement Plan

Sponsored by Nagrastar, Llc · EIN 841547827 · Plan #001

Total assets
$26.6M
Net assets
$26.6M
Active participants
57
With balances
95

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

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees, Direct payment from the plan, Participant loan processing $32,046
Moss Adams Llp Accounting $17,390
Empower Advisory Group, Llc Investment management, Investment advisory (participants), Direct payment from the plan $6,576
Sageview Advisory Group Llc Investment advisory (plan) $4,722
Empower Financial Services, Inc. Securities brokerage $60