Halo Network 403(b) Erisa Plan
Sponsored by Halo Network · EIN 270408181 · Plan #001
- Total assets
- $1.3M
- Net assets
- $1.3M
- Active participants
- 156
- With balances
- 175
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account
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 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $5,071 |
| United Benefit Pensions Inc | Contract administrator | $2,567 |
| Lpl Financial | Investment advisory (plan) | $1,929 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $689 |
| Empower Advisory Group | Investment management | $84 |