AUMdb

Fernandes Masonry, Inc. 401(k) Plan

Sponsored by Fernandes Masonry, Inc. · EIN 043377972 · Plan #001

Total assets
$18.2M
Net assets
$18.2M
Active participants
199
With balances
216

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
Global Retirement Partners Llc CRD 172011 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
Global Retirement Partners Investment advisory (plan) $30,400
Empower Annuity Insurance Company Recordkeeping fees $15,162
Ascensus Holdings, Inc Contract administrator $6,000
Empower Advisory Group, Llc Investment management $4,323