Ansira Partners, Inc. 401(k) Plan
Sponsored by Ansira Partners Ii, Llc · EIN 432091232 · Plan #001
- Total assets
- $75.7M
- Net assets
- $75.7M
- Active participants
- 533
- With balances
- 1,097
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | 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 | Recordkeeping fees | $158,402 |
| Creative Planning Llc | Investment advisory (plan) | $85,000 |
| Empower Advisory Group, Llc | Investment management | $63,535 |