AUMdb

Assemi Group, Inc. Retirement Plan

Sponsored by Assemi Group, Inc. · EIN 202464845 · Plan #001

Total assets
$11.2M
Net assets
$11.2M
Active participants
100
With balances
156

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
Rbc Capital Markets, Llc CRD 31194 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Rbc Capital Markets, Inc. Investment advisory (plan), Participant loan processing $43,942
Nexus Administrators, Inc Recordkeeping, Participant loan processing, Recordkeeping fees $18,604
Empower Annuity Ins Co Of America Recordkeeping fees, Participant loan processing $4,174
Empower Advisory Group, Llc Investment management $1,720