Healthier You, Financial Wellness 401(k) Plan
Sponsored by Titan Development And Investments, Inc. · EIN 411323542 · Plan #002
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 182
- With balances
- 194
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 |
|---|---|---|
| Canny Capital Management, Llc CRD 169225 | fuzzy_auto · 95% | 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 |
|---|---|---|
| Carson Capital Management Llc | Investment advisory (plan) | $24,219 |
| The Finway Group Llc | Contract administrator | $18,486 |
| Empower Advisory Group | Investment management | $12,293 |
| Empower Annuity Insurance Company | Recordkeeping fees | $7,924 |