AUMdb

Foulger Pratt Companies 401(k) Plan

Sponsored by Foulger Pratt Companies Llc · EIN 450463021 · Plan #001

Total assets
$31.3M
Net assets
$31.3M
Active participants
63
With balances
203

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
Empower Annuity Company Of America Recordkeeping fees $88,420
Kestra Advisory Services Llc Investment advisory (plan) $50,000
The Actuarial Consulting Group Contract administrator $125