Gen Ii Management, Llc 401(k) Plan
Sponsored by Gen Ii Management, Llc · EIN 270743067 · Plan #001
- Total assets
- $61.3M
- Net assets
- $61.3M
- Active participants
- 1,062
- With balances
- 1,080
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 |
|---|---|---|
| Alpha Capital Management Group Llc CRD 283624 | 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 |
|---|---|---|
| Alpha Capital Management Group Llc | Investment advisory (plan) | $77,185 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $73,031 |
| Empower Advisory Group, Llc | Investment management | $11,433 |