Tower Industries, Inc. 401(k) Profit Sharing Plan
Sponsored by Tower Industries, Inc. · EIN 420774895 · Plan #003
- Total assets
- $18.0M
- Net assets
- $18.0M
- Active participants
- 160
- With balances
- 201
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| 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 | Recordkeeping fees | $90,026 |
| Raymond James & Associates Inc | Other fees | $48,224 |
| Ubs Financial Services | Investment advisory (plan) | $6,107 |
| Empower Advisory Group, Llc | Investment management | $1,563 |