Foxhire / Patriot Software 401(k) Plan
Sponsored by Patriot Software Company · EIN 611787822 · Plan #002
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 414
- With balances
- 275
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 Annuity Insurance Company O | Recordkeeping fees | $27,281 |
| Empower Advisory Group, Llc | Investment management | $9,365 |
| Bks Financial Investments Llc Dba B | Investment advisory (plan) | $4,000 |
| Empower Financial Services, Inc. | Securities brokerage | $273 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |