AUMdb

Afi 401(k) Savings Plan

Sponsored by All Fill, Inc. · EIN 231708547 · Plan #003

Total assets
$23.8M
Net assets
$23.8M
Active participants
158
With balances
191

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
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 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 O Recordkeeping fees $71,246
Lpl Financial Rp Investment advisory (plan) $49,584
The Mandmarblestone Group, Llc Contract administrator, Plan administrator $14,874
Empower Advisory Group, Llc Investment management $2,942