AUMdb

Data Search Ny Inc. 401(k) Plan

Sponsored by Data Search Ny Inc. Dba Trakamerica · EIN 113566258 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
321
With balances
270

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
Merrill Lynch Investment advisory (plan) $21,299
Empower Annuity Insurance Co Recordkeeping fees $16,821
Empower Advisory Group, Llc Investment management $2,677
Bsp Consulting Contract administrator $2,325