AUMdb

American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan

Sponsored by American Income Life Insurance Company · EIN 741365936 · Plan #001

Total assets
$24.4M
Net assets
$24.4M
Active participants
301
With balances
298

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
Empower Annuity Insurance Company O Recordkeeping fees, Recordkeeping, Direct payment from the plan $20,765
Empower Advisory Group, Llc Investment management, Investment advisory (participants), Direct payment from the plan $20,495
Regions Bank Dba Regions Trust Other fees $2,432
Qdro Consultants Company, Llc Other fees, Consulting (general), Direct payment from the plan $300