Future Solutions Retirement Plan
Sponsored by Liberty Excavators, Inc. · EIN 232023985 · Plan #001
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 193
- With balances
- 238
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 |
|---|---|---|
| Legacy Advisors, Llc CRD 139830 | 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 Ins. Co. Of America | Recordkeeping fees | $68,569 |
| Legacy Advisors Llc | Investment advisory (plan) | $33,638 |
| Stambaugh Ness Pc | Accounting | $16,500 |
| Pa Retirement Solutions, Inc. | Contract administrator | $14,687 |
| Empower Advisory Group, Llc | Investment management | $1,444 |