Recorded Future 401(k) Plan
Sponsored by Recorded Future, Inc. · EIN 262428801 · Plan #001
- Total assets
- $46.9M
- Net assets
- $46.9M
- Active participants
- 531
- With balances
- 702
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | 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 |
|---|---|---|
| Commonwealth Equity Services Llc | Investment advisory (plan), Direct payment from the plan | $83,668 |
| Empower Annuity Insurance Company | Other services, Recordkeeping fees | $68,230 |
| Empower Advisory Group, Llc | Investment management, Direct payment from the plan | $8,724 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $6,185 |
| The Angell Pension Group Inc | Contract administrator, Direct payment from the plan | $4,915 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |