AUMdb

Storer Equipment Company, Ltd Cash Or Deferred Profit Sharing Plan

Sponsored by Storer Equipment Company, Ltd. · EIN 920179276 · Plan #001

Total assets
$12.8M
Net assets
$12.8M
Active participants
134
With balances
169

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 Insurance Company O Recordkeeping fees $50,702
Empower Advisory Group, Llc Investment management $7,589
Morgan Stanley Smith Barney Llc Other commissions $0
Morgan Stanley Insurance Services I Other commissions $0