Vernis & Bowling 401(k) Plan
Sponsored by Vernis & Bowling Of Miami, P.A. · EIN 650299372 · Plan #001
- Total assets
- $22.0M
- Net assets
- $22.0M
- Active participants
- 305
- With balances
- 468
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 |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $108,933 |
| Pension Services, Inc. | Contract administrator | $22,019 |
| Empower Advisory Group, Llc | Investment management | $13,669 |
| Ameriprise Financial Services, Llc | Other commissions | $0 |