AUMdb

Powin Energy Operating Llc 401(k) Plan

Sponsored by Powin Energy Operating Llc · EIN 862256487 · Plan #001

Total assets
$23.1M
Net assets
$23.1M
Active participants
493
With balances
476

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
Aldrich Wealth, Limited Partnership CRD 147200 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Aldrich Wealth Limited Partnership Investment advisory (plan) $71,013
Empower Annuity Insurance Company Recordkeeping fees $60,327