AUMdb

Active Interest Media 401(k) Plan

Sponsored by Active Interest Media Holdco, Inc. · EIN 843850546 · Plan #001

Total assets
$17.4M
Net assets
$17.4M
Active participants
214
With balances
271

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 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 Company Recordkeeping fees $71,834
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $39,385
Holthouse Carlin & Van Trigt Llp Accounting $14,500
Empower Advisory Group, Llc Investment management $917