Aderans Usa Savings & Retirement Plan
Sponsored by Bosley, Inc. · EIN 954233663 · Plan #002
- Total assets
- $71.9M
- Net assets
- $71.9M
- Active participants
- 1,120
- With balances
- 1,608
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 |
| Pasadena Private Wealth, Llc CRD 295178 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $109,654 |
| Pasadena Private Wealth Llc | Investment advisory (plan) | $105,428 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $79,626 |
| Fiduciary Outsourcing Llc | Contract administrator | $52,330 |
| Farber Hass Hurley Llp | Accounting | $25,800 |