AUMdb

Fentress Architects Employee Defined Contribution Plan

Sponsored by Fentress Architects · EIN 840845667 · Plan #002

Total assets
$15.4M
Net assets
$15.4M
Active participants
96
With balances
160

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 Advisory Group, Llc Investment management $4,868
Empower Annuity Insurance Company Recordkeeping fees $0