AUMdb

Augusta Ent, P.C. 401(k) Profit Sharing Plan

Sponsored by Augusta Ent, P.C. · EIN 581981690 · Plan #001

Total assets
$34.1M
Net assets
$34.1M
Active participants
189
With balances
243

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
Firethorn Wealth Partners, Llc CRD 297634 deterministic · 100% 2024
Wealthspan Investment Management, Llc CRD 309553 fuzzy_auto · 93% 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
Firethorn Wealth Partners, Llc Investment advisory (plan) $37,417
Wealth Plan Investment Mngmnt Llc Investment advisory (plan) $34,539
Economic Group Pension Services Contract administrator $17,420
Empower Advisory Group, Llc Investment management $2,130
Economic Group Pension Services Llc Other fees $750
Empower Annuity Insurance Company Recordkeeping fees $0