AUMdb

Behler Young Company Profit Sharing 401(k) Plan

Sponsored by Behler Young Company · EIN 380338530 · Plan #002

Total assets
$32.7M
Net assets
$32.7M
Active participants
283
With balances
330

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 $91,902
Empower Advisory Group, Llc Investment management $9,783
Envestnet Retirement Solutions, Llc Other fees $6,382
Principal Securities Inc Other commissions $0