Western & Southern Financial Group Employee Retirement 401(k) Savings Plan
Sponsored by The Western And Southern Life Insurance Company · EIN 310487145 · Plan #005
- Total assets
- $575M
- Net assets
- $575M
- Active participants
- 3,257
- With balances
- 4,221
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 Advisory Group, Llc | Investment management | $15,062 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |