AUMdb

Solar Supply, Llc 401(k) Profit Sharing Plan

Sponsored by Solar Supply, Llc · EIN 720464157 · Plan #001

Total assets
$18.8M
Net assets
$18.8M
Active participants
186
With balances
188

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
Wells Fargo Advisors Financial Network, Llc CRD 11025 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wells Fargo Advisors Fin Network Investment advisory (plan) $43,755
Martin Martin Randall & Assoc., Inc Contract administrator $11,102
Te Lott & Company, P.A. Accounting $8,375
Empower Advisory Group, Llc Investment management $2,586
Empower Annuity Ins Co Of America Recordkeeping fees $0