Ashley F. Ward, Inc. Retirement Savings Plan
Sponsored by Ashley F. Ward, Inc. · EIN 310480900 · Plan #002
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 58
- With balances
- 89
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 O | Recordkeeping fees | $22,493 |
| H K Campbell & Company | Accounting | $19,600 |
| Empower Advisory Group, Llc | Investment management | $19,576 |
| Fifth Third Bank | Investment advisory (plan) | $4,800 |