AUMdb

Impact Of Minnesota Inc. 401(k) Plan

Sponsored by Impact Of Minnesota Inc. · EIN 843515362 · Plan #001

Total assets
$24.5M
Net assets
$24.5M
Active participants
199
With balances
212

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
Commonwealth Equity Services, Llc CRD 8032 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
Commonwealth Equity Services Llc Investment advisory (plan) $43,609
Empower Annuity Insurance Company Recordkeeping fees $26,319
Empower Advisory Group, Llc Investment management $2,655
Empower Financial Services, Inc. Other investment fees and expenses $20
Empower Financial Services, Inc. Other investment fees and expenses $10
Empower Financial Services, Inc. Shareholder servicing fees $0