General Datatech, Lp 401(k) Plan
Sponsored by General Datatech, Lp · EIN 752756261 · Plan #001
- Total assets
- $47.5M
- Net assets
- $47.5M
- Active participants
- 489
- With balances
- 723
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 |
|---|---|---|
| Avantia Investment Services, Llc CRD 307869 | fuzzy_auto · 95% | 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 Ins Co. | Recordkeeping fees | $132,331 |
| Avantax Investment Services Inc Dba | Investment advisory (plan) | $64,151 |
| Pentegra Services Inc | Contract administrator | $48,903 |
| Empower Advisory Group, Llc | Investment management | $18,377 |
| Osaic Wealth Inc | Other commissions | $0 |
| Woodbury Financial Services | Other commissions | $0 |