Insure Homes Parent, Llc 401(k) Plan
Sponsored by Service First Insurance Group, Llc · EIN 593678069 · Plan #001
- Total assets
- $30.2M
- Net assets
- $30.2M
- Active participants
- 271
- With balances
- 306
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 |
|---|---|---|
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $110,735 |
| Empower Advisory Group, Llc | Investment management | $29,826 |
| Everen Securities Inc | Other commissions | $0 |