Supplyone 401(k) Plan
Sponsored by Supplyone, Inc. · EIN 232979403 · Plan #001
- Total assets
- $120M
- Net assets
- $120M
- Active participants
- 2,110
- With balances
- 1,333
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 |
|---|---|---|
| Kathmere Capital Management, Llc CRD 305118 | 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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $133,155 |
| Kathmere Capital Management Llc | Investment advisory (plan) | $93,096 |
| Empower Advisory Group, Llc | Investment management | $26,123 |
| Big Language Solutions Holdings Llc | Other fees | $2,678 |
| Empower Financial Services, Inc. | Securities brokerage | $61 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $60 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $10 |
| Empower Financial Services, Inc. | Securities brokerage | $1 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |