Batescarey Llp Profit Sharing Plan And Trust With Cash Or Deferred 401(k) Features
Sponsored by Batescarey Llp · EIN 364321906 · Plan #001
- Total assets
- $61.7M
- Net assets
- $61.7M
- Active participants
- 94
- With balances
- 128
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 94% | 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 Insurance Company O | Recordkeeping fees | $141,728 |
| Onedigital Investment | Investment advisory (plan) | $41,720 |
| Empower Advisory Group, Llc | Investment management, Recordkeeping fees | $3,911 |
| Resources Investment Advisors, Llc | Investment management | $2,686 |
| Hunter Benefits Consulting Group In | Contract administrator | $1,700 |