Senior Resource Group 401(k) Retirement Plan
Sponsored by Srg Operating, Inc. · EIN 912160583 · Plan #001
- Total assets
- $40.1M
- Net assets
- $40.1M
- Active participants
- 2,050
- With balances
- 2,763
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 |
|---|---|---|
| Accelerate Investment Advisors Llc CRD 325859 | deterministic · 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 |
|---|---|---|
| Accelerate Investment Advisors Llc | Investment advisory (plan) | $94,138 |
| Administrative Fiduciary Services | Other fees | $63,296 |
| Empower Annuity Insurance Company | Recordkeeping fees | $28,371 |
| Nova 401(k) Associates | Contract administrator | $9,610 |
| Empower Advisory Group Llc | Investment management | $8,487 |