First Breckinridge Bancshares, Inc. Retirement Plan
Sponsored by First Breckinridge Bancshares, Inc. · EIN 611035990 · Plan #001
- Total assets
- $29.5M
- Net assets
- $29.5M
- Active participants
- 379
- With balances
- 433
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 | Recordkeeping fees | $43,084 |
| Empower Advisory Group, Llc | Investment management | $15,632 |
| Jone, Nale & Mattingly Plc | Accounting | $14,000 |
| Nova 401(k) Associates | Contract administrator | $11,574 |