Toward Maximum Independence 401(k) Plan
Sponsored by Toward Maximum Independence · EIN 330185759 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 341
- With balances
- 373
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | 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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $46,528 |
| Mma Securities Llc | Investment advisory (plan) | $25,575 |
| Empower Advisory Group, Llc | Investment management | $2,737 |