Amend Consulting Llc 401(k) Plan
Sponsored by Amend Consulting Llc · EIN 202690905 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 78
- With balances
- 122
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 |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 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 |
|---|---|---|
| Mariner Wealth Advisors, Llc | Investment advisory (plan) | $30,910 |
| Empower Annuity Insurance Company | Recordkeeping fees | $19,874 |
| Creative Retirement Systems, Inc. | Contract administrator | $1,183 |
| Empower Advisory Group, Llc | Investment management | $997 |