Joseph J. Albanese, Inc. 401(k) Profit Sharing Plan
Sponsored by Joseph J. Albanese, Inc. · EIN 942247579 · Plan #002
- Total assets
- $34.9M
- Net assets
- $34.9M
- Active participants
- 252
- With balances
- 323
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 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment advisory (plan) | $60,205 |
| Empower Advisory Group | Investment management | $11,836 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $8,896 |