American Amicable Life Insurance Company Retirement And Savings Plan
Sponsored by American Amicable Life Insurance Company Of Texas · EIN 742179909 · Plan #001
- Total assets
- $26.9M
- Net assets
- $26.9M
- Active participants
- 271
- With balances
- 270
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | 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 |
|---|---|---|
| Nfp Retirement Inc | Investment advisory (plan), Consulting (general) | $43,000 |
| Fidelity Investments Institutional | Investment advisory (plan), Account maintenance fees, Participant loan processing | $38,450 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $3,087 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $1,687 |
| Empower Advisory Group, Llc | Investment management | $7 |