The Expert Institute Retirement Trust
Sponsored by The Expert Institute · EIN 273779761 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 175
- With balances
- 238
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 |
|---|---|---|
| Park Capital Management, Llc CRD 158965 | 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 |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $33,387 |
| Park Capital Management Llc | Investment advisory (plan) | $28,663 |
| Empower Advisory Group, Llc | Investment management | $4,118 |