AUMdb

The William George Agency For Children's Services, Inc. Retirement Plan

Sponsored by The Wm George Agency For Child Svcs · EIN 131857994 · Plan #009

Total assets
$16.9M
Net assets
$16.9M
Active participants
373
With balances
429

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
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 Recordkeeping fees $75,492
Lpl Financial Investment advisory (plan) $41,923