James W. Fowler Co. 401(k) Profit Sharing Plan
Sponsored by James W. Fowler Co. · EIN 930677813 · Plan #003
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 189
- With balances
- 291
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 | $79,772 |
| Empower Advisory Group, Llc | Investment management | $8,163 |
| Independent Retirement Consulting | Contract administrator | $6,225 |
| Ameriprise Financial Services Inc | Other commissions | $0 |