AUMdb

Empower Ai 401(k) Profit Sharing Plan

Sponsored by Empower Ai · EIN 541522509 · Plan #001

Total assets
$170M
Net assets
$170M
Active participants
802
With balances
1,932

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
Mercator Investment Management Llc CRD 296809 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mercer Investment Management Investment management, Direct payment from the plan $186,920
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $141,059
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $217