Mitchell Williams Selig Gates & Woodyard Pllc Employees' 401(k) Plan And Trust
Sponsored by Mitchell Williams Selig Gates & Woodyard Pllc · EIN 710261429 · Plan #001
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 124
- With balances
- 179
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Security Bank | Investment advisory (plan), Direct payment from the plan, Other fees | $36,108 |
| Monk Mitchell Williams & Vincent | Investment advisory (participants), Investment management | $20,211 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $16,954 |
| Definiti Llc | Contract administrator | $16,892 |
| Empower Advisory Group, Llc | Investment management | $3,279 |
| Empower Financial Services | Shareholder servicing fees, Distribution (12b-1) fees, Securities brokerage | $200 |