North Country Associates, Inc. 401(k) Plan
Sponsored by North Country Associates, Inc. · EIN 010414501 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 726
- With balances
- 196
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 |
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $36,685 |
| Empower Advisory Group, Llc | Investment management | $20,272 |
| Commonwealth Equity Services Llc Db | Investment advisory (plan) | $15,271 |