AUMdb

Blackberry Farm 401 K Savings Plan

Sponsored by Blackberry Farm · EIN 900421055 · Plan #001

Total assets
$13.3M
Net assets
$13.3M
Active participants
831
With balances
556

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 Annity Insurance Co Of Am Recordkeeping fees $53,772
Erisa Services, Inc. Other services $23,925
Rather & Kittrell Other fees $23,565
Empower Advisory Group, Llc Investment advisory (plan) $3,614