AUMdb

Mosure & Syrakis 401(k) Profit Sharing Trust

Sponsored by Ms Consultants, Inc. · EIN 346546916 · Plan #001

Total assets
$44.2M
Net assets
$44.2M
Active participants
367
With balances
476

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
Acec Retirement Trust Other fees $51,794
Empower Annuity Insurance Company O Recordkeeping fees $22,138
Empower Advisory Group, Llc Investment management $12,248