Southern Mail Service, Inc. Retirement Plan
Sponsored by Southern Mail Service, Inc. · EIN 751482649 · Plan #002
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 655
- With balances
- 738
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 | Recordkeeping fees | $154,933 |
| Assured Partners Capital, Inc | Investment advisory (plan) | $54,627 |
| Premier Retirement Partners Llc | Contract administrator | $40,757 |
| Empower Advisory Group, Llc | Investment management | $7,124 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $5,417 |