O.R. Colan Associates 401(k) Plan
Sponsored by O.R. Colan Associates, Llc · EIN 010780018 · Plan #002
- Total assets
- $27.6M
- Net assets
- $27.6M
- Active participants
- 380
- With balances
- 471
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $61,669 |
| Gallagher Benefit Services Inc Dba | Investment advisory (plan) | $23,333 |
| Empower Advisory Group, Llc | Investment management | $15,337 |