Ahepa Management Company, Inc. 403(b) Plan
Sponsored by Ahepa Management Company, Inc. · EIN 351867058 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 304
- With balances
- 334
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | 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 |
|---|---|---|
| Valmark Advisers Inc. | Investment advisory (plan) | $20,956 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,848 |
| Empower Advisory Group Llc | Investment management | $8,388 |
| Ascensus Holdings Inc Dba Futurepla | Contract administrator | $7,403 |