AUMdb

Srk Consulting (U. S.), Inc 401(k) Profit Sharing Plan

Sponsored by Srk Consulting (U.S.), Inc. · EIN 840816430 · Plan #001

Total assets
$23.6M
Net assets
$23.6M
Active participants
112
With balances
150

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
Aveo Capital Partners, Llc Investment advisory (plan) $53,454
Plante Moran, Pllc Accounting $22,500
Empower Advisory Group Llc Investment management $21,093
Milliman, Inc. Contract administrator $17,724