Sweeney Conrad, P.S. 401(k) Savings Plan
Sponsored by Sweeney Conrad, P.S. · EIN 911301672 · Plan #008
- Total assets
- $27.7M
- Net assets
- $27.7M
- Active participants
- 139
- With balances
- 164
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 | $24,199 |
| Empower Annuity Ins Comp Of America | Recordkeeping fees | $1,513 |
| Hunnex & Shoemaker | Contract administrator | $624 |