The Benecon Group, Llc 401(k) Profit Sharing Plan
Sponsored by The Benecon Group, Llc · EIN 231315351 · Plan #001
- Total assets
- $27.3M
- Net assets
- $27.3M
- Active participants
- 234
- With balances
- 277
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 |
|---|---|---|
| Raymond James | Investment advisory (plan) | $47,740 |
| Pa Retirement Solutions, Inc. | Contract administrator | $15,903 |
| Empower Annuity Insurance Co. Of Am | Recordkeeping fees | $12,194 |
| Empower Advisory Group, Llc | Investment management | $4,191 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |