AUMdb

Techflow, Inc. 401(k) Profit Sharing Plan

Sponsored by Techflow, Inc. · EIN 954620091 · Plan #003

Total assets
$13.7M
Net assets
$13.7M
Active participants
80
With balances
256

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
Ascent Retirement Advisors, Llc CRD 325385 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ascent Retirement Advisors Llc Investment advisory (plan) $37,054
Empower Annuity Insurance Company O Recordkeeping fees $32,578
Empower Advisory Group, Llc Investment management $5,221