AUMdb

Rockford Pipe Trades Industry 401 K Plan

Sponsored by Bd Of Trustees Of The Rockford Pipe Trades Industry 401 K Plan · EIN 391951674 · Plan #002

Total assets
$52.3M
Net assets
$52.2M
Active participants
567
With balances
717

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
Strategic Capital Fund Advisors, Llc CRD 316910 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees $63,751
Empower Advisory Group, Llc Investment management $30,820
Strategic Capital Inv. Advisors Investment advisory (plan) $23,625
Legacy Professionals Llp Accounting, Recordkeeping $12,731
Benefits Management Group, Inc. Plan administrator $8,026
Johnson & Krol Llc Legal $7,250
Amalgamated Bank Of Chicago Trustee (institutional), Float revenue $2,472