Realty Trust Group, Llc 401 K Profit Sharing Plan
Sponsored by Realty Trust Group,Llc · EIN 621735062 · Plan #001
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 134
- With balances
- 141
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 | Investment management | $6,792 |
| Empower Annuity Insurance Company | Recordkeeping fees | $2,942 |
| Erisa Services, Inc. | Contract administrator | $2,025 |