AUMdb

Title Resources Group 401(k) Plan

Sponsored by Title Resources Guaranty Company · EIN 751917524 · Plan #001

Total assets
$15.2M
Net assets
$15.2M
Active participants
190
With balances
200

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mercer Investments, Llc Consulting (general), Insurance services, Insurance brokerage commissions $44,044
Empower Annuity Insurance Company O Recordkeeping fees $13,043
Empower Advisory Group, Llc Investment management $2,300