AUMdb

Reeds Jewelers, Inc. 401(k) Profit Sharing Retirement Plan

Sponsored by Reeds Jewelers, Inc. · EIN 561441706 · Plan #001

Total assets
$34.9M
Net assets
$34.9M
Active participants
753
With balances
934

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
Commonwealth Equity Services, Llc CRD 8032 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 Ins Co Of America Recordkeeping fees $88,751
Commonwealth Financial Network Investment advisory (plan) $56,034
Empower Advisory Group Investment management $7,288
Qualified Retirement Plan Services, Contract administrator, Other fees $2,000