Augeo Affinity Marketing Multiple Employer Plan
Sponsored by Augeo Affinity Marketing, Inc. · EIN 262331983 · Plan #001
- Total assets
- $33.9M
- Net assets
- $33.9M
- Active participants
- 496
- With balances
- 437
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 |
|---|---|---|
| Alliancebernstein Corporation CRD 107445 | 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 |
|---|---|---|
| Alliancebernstein Lp | Investment advisory (plan) | $52,724 |
| Pentegra Services Inc | Contract administrator | $37,077 |
| Empower Annuity Insurance Company | Recordkeeping fees | $31,560 |
| Morgan Stanley | Investment advisory (plan) | $11,174 |