The Expo Group, Llc Employer 401(k) Plan
Sponsored by The Expo Group, Llc · EIN 752364585 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 295
- With balances
- 357
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 |
|---|---|---|
| Prosper Financial Management, Llc CRD 155100 | fuzzy_auto · 94% | 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 | Recordkeeping fees | $32,473 |
| Prospera Financial | Investment advisory (plan) | $26,686 |
| Empower Advisory Group, Llc | Investment management | $6,216 |
| Armanino, Llp | Consulting (pension) | $3,466 |
| Empower Financial Services Inc | Other investment fees and expenses, Shareholder servicing fees | $30 |