Amego, Inc. 403(b) Plan
Sponsored by Amego, Inc. · EIN 237131690 · Plan #001
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 1,474
- With balances
- 618
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | 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 |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan) | $50,457 |
| Empower Annuity Inc Co Of America | Recordkeeping fees | $24,058 |
| Empower Advisory Group, Llc | Investment management | $21,331 |
| The Angell Pension Group Inc | Contract administrator | $14,941 |