Td Williamson, Llc 401(k) Thrift Plan And Trust
Sponsored by Td Williamson, Llc · EIN 730399110 · Plan #003
- Total assets
- $128M
- Net assets
- $128M
- Active participants
- 893
- With balances
- 1,165
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 Advisory Group, Llc | Investment management, Consulting (general), Direct payment from the plan | $67,161 |
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Direct payment from the plan | $45,456 |