AUMdb

The Arcticom Group, Llc 401(k) Plan

Sponsored by The Arcticom Group, Llc · EIN 821463967 · Plan #001

Total assets
$36.4M
Net assets
$36.4M
Active participants
975
With balances
773

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $140,573
Morgan Stanley Investment advisory (plan) $72,534
Empower Advisory Group, Llc Investment management $38,850
Retirement Solution Group Contract administrator $23,600

Filing history

Plan year Assets Participants Source
01/01/2024 $36.4M 975 ack 20251010134503NAL0012702240001
01/01/2020 $17.1M 358 ack 20250902105843NAL0008688851001