AUMdb

The Revenue Assistance Corp., 401(k) Retirement Plan

Sponsored by Revenue Assistance Corp. The Revenue Group · EIN 341778077 · Plan #001

Total assets
$6.9M
Net assets
$6.9M
Active participants
232
With balances
128

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
Ancora Retirement Plan Advisors, Llc CRD 31256 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
Empower Annuity Insurance Company O Recordkeeping fees $23,669
Ancora Retirement Plan Advisors Inc Investment advisory (plan) $16,307
Empower Advisory Group, Llc Investment management $2,606