Adelphoi Usa, Inc. Tax Deferred Annuity Plan
Sponsored by Adelphoi Usa, Inc. · EIN 237170997 · Plan #001
- Total assets
- $30.0M
- Net assets
- $30.0M
- Active participants
- 737
- With balances
- 1,012
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Other fees | $98,461 |
| Dunbar, Bender & Zapf, Inc. | Contract administrator | $54,602 |
| Empower Advisory Group, Llc | Investment management | $12,621 |