Fms 401(k) Profit Sharing Plan And Trust
Sponsored by Utilitra Llc · EIN 371381653 · Plan #004
- Total assets
- $35.5M
- Net assets
- $35.5M
- Active participants
- 350
- With balances
- 362
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 |
|---|---|---|
| Carson Allaria Wealth Management | Investment advisory (plan) | $61,589 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $39,610 |
| Empower Advisory Group, Llc | Investment management | $19,839 |
| Benefit Plans Plus, Llc | Contract administrator | $0 |