Summers Taylor, Inc 401(k) Retirement Plan
Sponsored by Summers Taylor, Inc · EIN 620458729 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 742
- With balances
- 688
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 |
|---|---|---|
| Qualified Plan Administrators Inc | Accounting, Contract administrator, Recordkeeping | $22,625 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $4,809 |
| Empower Advisory Group Llc | Investment management | $3,030 |