AUMdb

Eagle Financial 401(k) Plan

Sponsored by Eagle Financial Services Inc. · EIN 611260290 · Plan #001

Total assets
$24.1M
Net assets
$24.1M
Active participants
419
With balances
484

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 Advisory Group, Llc Investment management $21,932
Empower Annuity Insurance Company Recordkeeping fees $8,201
Horan Securities Inc Investment advisory (plan) $3,946
Horan Securities Inc Other commissions $0