AUMdb

The Ogeechee Group, Inc. 401 K Plan

Sponsored by The Ogeechee Group, Inc. · EIN 582498918 · Plan #001

Total assets
$20.1M
Net assets
$20.0M
Active participants
961
With balances
307

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
Newedge Advisors, Llc CRD 171351 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees $19,980
New Edge Advisors, Llc Investment advisory (plan) $11,053
Nwrpc Llc Contract administrator $3,875
Empower Advisory Group, Llc Investment management $3,351
Mmlis Other commissions $0