A.L. George Llc. 401(k) Salary Savings Plan
Sponsored by A.L. George Llc · EIN 161613705 · Plan #002
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 240
- With balances
- 211
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | 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 |
|---|---|---|
| Rbc Capital Markets Llc | Investment advisory (plan) | $38,001 |
| Piaker & Lyons Pc | Accounting | $11,950 |
| Empower Advisory Group, Llc | Investment management | $1,501 |
| Empower Life & Annuity Insurance | Recordkeeping fees | $0 |