Equisoft Inc. 401(k) Profit Sharing Plan
Sponsored by Equisoft Inc · EIN 980607844 · Plan #002
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 134
- With balances
- 165
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $39,874 |
| Empower Advisory Group, Llc | Investment management | $10,899 |
| The Mandmarblestone Group Llc | Contract administrator | $3,125 |