Searles Valley Minerals 401(k) Plan
Sponsored by Searles Valley Minerals Inc. · EIN 133579263 · Plan #001
- Total assets
- $115M
- Net assets
- $115M
- Active participants
- 532
- With balances
- 701
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 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $92,334 |
| Empower Annuity Insurance Company | Recordkeeping fees | $73,067 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $30,000 |
| Cbiz Cpas P.C. | Accounting | $29,646 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $80 |
| Empower Financial Services, Inc. | Securities brokerage | $20 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |