AUMdb

Tresca Brothers Sand And Gravel, Inc. Profit Sharing 401(k) Plan

Sponsored by Tresca Brothers Sand And Gravel, Inc. · EIN 042269364 · Plan #001

Total assets
$13.9M
Net assets
$13.9M
Active participants
118
With balances
139

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $40,035
Mma Securities Llc Investment advisory (plan) $23,540
E J Callahan & Associates Llc Other fees $10,000
Empower Annuity Insurance Company Recordkeeping fees $0