Manson Western, Llc 401(k) Profit Sharing Plan
Sponsored by Manson Western, Llc · EIN 952483722 · Plan #004
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 154
- With balances
- 173
Plan year beginning 01/01/2024 · Age/service weighted or new comparability
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 |
|---|---|---|
| Focus Operating Llc Dba Jfs Wealth | Investment advisory (plan) | $37,792 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $32,839 |
| Moss Adams Llp | Other fees | $21,000 |
| Empower Advisory Group, Llc | Investment management | $3,085 |
| Eec Administration Inc | Other fees | $0 |