AUMdb

Sam Leman I, Llc 401(k) Plan

Sponsored by Sam Leman I, Llc · EIN 742939491 · Plan #001

Total assets
$33.7M
Net assets
$33.7M
Active participants
385
With balances
376

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 $100,939
Empower Advisory Group, Llc Investment management $2,670