AUMdb

Empire Communities U.S. Retirement Plan

Sponsored by Empire Homes Us Corp · EIN 871280773 · Plan #001

Total assets
$29.9M
Net assets
$29.9M
Active participants
339
With balances
285

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Kestra Advisory Services Llc Investment advisory (plan) $51,868
John Hancock Recordkeeping, Participant loan processing, Investment management fees (direct) $32,696