Amvets Department Of California Service Foundation 401(k) Plan
Sponsored by Amvets Department Of California Service Foundation · EIN 956056761 · Plan #001
- Total assets
- $1.4M
- Net assets
- $1.4M
- Active participants
- 151
- With balances
- 126
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 |
|---|---|---|
| Accelerate Investment Advisors Llc CRD 325859 | 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 | $11,295 |
| Accelerate Investment Advisors Llc | Investment advisory (plan) | $5,941 |
| Empower Advisory Group, Llc | Investment management | $4,050 |