AUMdb

The Oprw 401(k) Plan

Sponsored by Proformance Associates, Inc. · EIN 680007693 · Plan #003

Total assets
$10.4M
Net assets
$10.4M
Active participants
113
With balances
125

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
Nwk Group, Inc. CRD 124186 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
Nwk Group Inc Investment advisory (plan) $24,943
Empower Advisory Group, Llc Investment management $7,464
Proformance Associates Other fees $7,000
Empower Annuity Insurance Company O Recordkeeping fees $0