Amusement 401(k) Plan
Sponsored by Amusement Industry, Inc. · EIN 942432371 · Plan #002
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 257
- With balances
- 298
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| 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 | $30,553 |
| Morgan Stanley | Investment advisory (plan) | $22,371 |
| Patrick Harper Cpa Inc | Accounting | $6,000 |
| Empower Advisory Group, Llc | Investment management | $486 |