AUMdb

Foley Products Company, Llc 401(k) Plan

Sponsored by Foley Products Company, Llc · EIN 202316013 · Plan #001

Total assets
$13.7M
Net assets
$13.7M
Active participants
435
With balances
489

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $250
Morgan Stanley Investment advisory (plan) $0
Empower Annuity Insurance Company Recordkeeping fees $0