Asurity Technologies, Llc 401(k) Plan
Sponsored by Asurity Technologies, Llc · EIN 472707490 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 174
- With balances
- 197
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| 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 Co. Of Am | Recordkeeping fees | $19,483 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $17,233 |
| Empower Advisory Group | Investment management | $12,646 |
| Erisa Services, Inc. | Contract administrator | $5,350 |