AUMdb

Owens Valley Career Development Center Retirement Savings Plan

Sponsored by Owens Valley Career Development Center · EIN 770222088 · Plan #001

Total assets
$10.3M
Net assets
$10.3M
Active participants
153
With balances
213

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 Advisory Group, Llc Investment management $26,409
Empower Annuity Insurance Company Recordkeeping fees $4,735