AUMdb

Great West Affiliated Employers Retirement Savings Plan

Sponsored by Plan Fiduciary Services, Inc. · EIN 273523833 · Plan #003

Total assets
$20.5M
Net assets
$20.5M
Active participants
107
With balances
128

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
American Pension Services,Llc Contract administrator $56,471
Empower Annuity Insurance Company O Recordkeeping fees $21,298
Onedigital Investment Advisors Llc Other fees $10,184
Empower Advisory Group, Llc Investment management $5,205
Morgan Stanley Smith Barney Llc Other commissions $0