AUMdb

Journey Group 401(k) Plan

Sponsored by Journey Group Companies · EIN 460189350 · Plan #001

Total assets
$26.1M
Net assets
$26.1M
Active participants
283
With balances
405

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
Empower Annuity Insurance Co Of Ame Recordkeeping fees $100,658
Hub Investment Advisors Inc Investment advisory (plan) $40,027
Ascensus Holdings Inc. Contract administrator $30,322
Empower Advisory Group, Llc Investment management $6,377