Empire Retirement Savings Plan
Sponsored by Empire Southwest Llc · EIN 860894087 · Plan #002
- Total assets
- $487M
- Net assets
- $487M
- Active participants
- 4,178
- With balances
- 4,858
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $356,864 |
| Merrill Lynch | Investment advisory (plan), Direct payment from the plan | $54,231 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $14,999 |
| Global Retirement Partners, Llc | Investment advisory (plan), Direct payment from the plan | $8,315 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |