Empowerme Wellness Retirement Savings Plan
Sponsored by Empowerme Holdings, Llc · EIN 853862973 · Plan #002
- Total assets
- $52.6M
- Net assets
- $52.6M
- Active participants
- 2,068
- With balances
- 1,534
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 |
|---|---|---|
| Krilogy Financial Llc CRD 149046 | deterministic · 100% | 2024 |
| Crawford Capital, Llc CRD 297020 | 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 | Recordkeeping fees | $119,375 |
| Kimberlin Company Plllc | Accounting | $108,375 |
| Krilogy Financial Llc | Investment advisory (plan), Other fees | $90,240 |
| Crawford Pimentel Corp | Accounting, Investment advisory (plan) | $28,673 |
| Benefit Plans Plus | Contract administrator | $26,334 |
| Empower Advisory Group Llc | Investment management | $11,415 |