AUMdb

Ware Industries, Inc. 401(k) Retirement Plan

Sponsored by Ware Industries, Inc. · EIN 222952878 · Plan #004

Total assets
$22.9M
Net assets
$22.9M
Active participants
310
With balances
338

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 Recordkeeping fees $54,577
Empower Advisory Group, Llc Investment management $9,311
Envestnet Retirement Solutions, Llc Other fees $4,085
Mma Securities Llc Other commissions $0