AUMdb

Center For Sustainable Energy

Sponsored by Center For Sustainable Energy · EIN 330936366 · Plan #001

Total assets
$15.5M
Net assets
$15.5M
Active participants
240
With balances
307

Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)

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 O Recordkeeping fees $58,817
Gallagher Benefit Services .00 Inc Investment advisory (plan) $30,981
Ascensus Holdings Inc Dba Contract administrator $12,946
Empower Advisory Group, Llc Investment management $541