Lift 403 B Plan
Sponsored by Lift Community Action Agency, Inc. · EIN 730772321 · Plan #002
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 245
- With balances
- 309
Plan year beginning 08/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
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 |
|---|---|---|
| Gallagher Benefit Services, Inc. | Investment advisory (plan) | $30,000 |
| Empower Annuity Insurance Co. | Recordkeeping fees | $23,258 |
| Employee Benefits Group, Llc | Contract administrator | $8,853 |
| Empower Advisory Group, Llc | Investment management | $6,361 |