State Bar Of Arizona 401(k) Plan
Sponsored by State Bar Of Arizona · EIN 866000294 · Plan #002
- Total assets
- $22.5M
- Net assets
- $22.5M
- Active participants
- 94
- With balances
- 133
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 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alera Group Dba Alera Investment Ad | Investment advisory (plan) | $9,125 |
| Empower Advisory Group, Llc | Investment management | $3,581 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $2,846 |
| Global Retirement Partners Llc | Investment advisory (plan) | $800 |