AUMdb

Egan Company 401(k) And Profit Sharing Plan

Sponsored by Egan Company · EIN 411570195 · Plan #002

Total assets
$71.0M
Net assets
$71.0M
Active participants
278
With balances
371

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
Nfp Retirement Inc Investment advisory (plan) $50,501
Empower Annuity Insurance Company O Recordkeeping fees $19,771
Empower Advisory Group, Llc Investment management $8,891
Pentegra Services Inc Other fees $4,939