AUMdb

Pohlad Companies Retirement Savings Plan

Sponsored by Pohlad Companies, Llc · EIN 371452807 · Plan #001

Total assets
$371M
Net assets
$371M
Active participants
1,358
With balances
2,013

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 Annuity Insurance Company Recordkeeping, Participant loan processing, Direct payment from the plan $135,907
Empower Advisory Group, Llc Investment advisory (participants), Investment management, Direct payment from the plan $41,733
Gallagher Benefit Services Inc Dba Other fees $20,188
Qdro Consultants Company, Llc Consulting (general), Direct payment from the plan, Other fees $1,500