Itac Alabama Employee Retirement Plan
Sponsored by Itac Alabama, Llc · EIN 020678162 · Plan #001
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 312
- With balances
- 180
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 |
|---|---|---|
| Meridian Wealth Management, Llc CRD 285853 | 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 Co. | Recordkeeping fees | $27,192 |
| Meridian Wealth Management Llc | Investment advisory (plan) | $21,433 |
| Ascensus Holding Inc Dba Futurepla | Contract administrator | $13,245 |
| Empower Advisory Group, Llc | Investment management | $5,948 |