AUMdb

Mgt Impact Solutions, Llc 401 (K) Profit Sharing Plan And Trust

Sponsored by Mgt Impact Solutions, Llc · EIN 810890071 · Plan #001

Total assets
$49.3M
Net assets
$49.3M
Active participants
716
With balances
963

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 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Recordkeeping fees $134,500
Alliant Insurance Services Contract administrator, Investment advisory (plan) $36,926
Empower Advisory Groups ,Llc Investment management $7,719