Talbert House 403(b) Plan
Sponsored by Talbert House · EIN 310713350 · Plan #008
- Total assets
- $31.4M
- Net assets
- $31.4M
- Active participants
- 815
- With balances
- 1,097
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $94,487 |
| Sa Stone Wealth Management | Investment advisory (plan) | $33,800 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $25,801 |
| Talbert House | Other fees | $14,000 |