AUMdb

Paycor 401(k) Plan

Sponsored by Paycor, Inc. · EIN 311299990 · Plan #001

Total assets
$231M
Net assets
$231M
Active participants
2,615
With balances
3,203

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $248,442
Empower Advisory Group, Llc Investment management $117,676
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $32,000