AUMdb

Ae 401(k) Plan 3% & 2% 30 Day

Sponsored by Ambassador Enterprises, Llc · EIN 332234192 · Plan #002

Total assets
$3.1M
Net assets
$3.1M
Active participants
97
With balances
151

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
World Investment Advisors, Llc CRD 208512 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 $6,981
World Investment Advisors Llc Investment advisory (plan) $6,012
Empower Advisory Group, Llc Investment management $1,296