T.A. Solberg Co., Inc. 401(k) Plan
Sponsored by T.A. Solberg Co., Inc. · EIN 391210564 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 521
- With balances
- 394
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $71,039 |
| Empower Advisory Group, Llc | Investment management | $6,206 |
| Rbc Capital Markets Llc | Other commissions | $0 |