Ideal Aerosmith, Inc. 401(k) Retirement Plan
Sponsored by Ideal Aerosmith, Inc. · EIN 830264918 · Plan #001
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 151
- With balances
- 169
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | 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 Annuity Insurance Company O | Recordkeeping fees | $20,287 |
| Usi Advisors Inc | Investment advisory (plan) | $15,000 |
| Empower Advisory Group, Llc | Investment management | $8,448 |