The Albert M. Higley Company Employees Retirement Plan & Trust
Sponsored by The Albert M. Higley Co., Llc · EIN 270657807 · Plan #001
- Total assets
- $17.6M
- Net assets
- $17.6M
- Active participants
- 139
- With balances
- 174
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 |
|---|---|---|
| Osaic Fa Inc | Investment advisory (plan) | $30,396 |
| Empower Advisory Group, Llc | Investment management | $18,734 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,451 |