Mathis Brothers 401(k) Plan
Sponsored by Mathis Bros. Oklahoma City, Llc · EIN 200509563 · Plan #003
- Total assets
- $67.8M
- Net assets
- $67.8M
- Active participants
- 2,322
- With balances
- 2,153
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | fuzzy_auto · 95% | 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 Ins. Co. Of America | Recordkeeping fees | $127,883 |
| Global Retirement Partners Llc | Investment advisory (plan) | $41,192 |
| Wealth Advisory Services, Llc | Investment advisory (plan) | $30,752 |
| Employee Benefits Group, Llc | Contract administrator | $25,000 |
| Grant Thornton Llp | Accounting | $21,000 |
| Empower Advisory Group | Investment management | $16,656 |