Arctera 401(k) Plan
Sponsored by Arctera Us Llc · EIN 993609606 · Plan #001
- Total assets
- $615M
- Net assets
- $615M
- Active participants
- 292
- With balances
- 2,500
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 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 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 | $432,972 |
| Empower Advisory Group, Llc | Investment management, Investment advisory (participants), Direct payment from the plan | $241,006 |
| Venable, Llp | Other fees | $62,170 |
| Morgan Stanley | Other fees | $39,750 |
| Moss Adams Llp | Accounting | $37,800 |
| Hyas Group, Llc | Investment advisory (plan) | $13,250 |
| Charles Schwab & Co., Inc. | Investment advisory (participants) | $1,205 |
| Qdro Consultants Co Llc | Consulting (general), Direct payment from the plan | $600 |