AUMdb

Encompass Pooled Employer Plan

Sponsored by Wc Administrators, Llc · EIN 201663072 · Plan #001

Total assets
$16.3M
Net assets
$16.3M
Active participants
632
With balances
602

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $8,129
Global Retirement Partners, Llc Other fees $2,262
Leafhouse Financial Advisors Investment advisory (plan) $2,149
Lpl Financial Corporation Other fees $0
Voya Retirement Insurance And Annui Recordkeeping fees $0