Samuel, Son & Co. (Usa), Inc. 401(k) Plan
Sponsored by Samuel, Son & Co. (Usa), Inc. · EIN 061251791 · Plan #003
- Total assets
- $202M
- Net assets
- $202M
- Active participants
- 2,684
- With balances
- 3,218
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 |
|---|---|---|
| Mercer Investments, Llc | Consulting (general), Insurance services, Insurance brokerage commissions | $233,775 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $207,738 |
| Empower Advisory Group, Llc | Investment management | $10,330 |