Affinity Group 401(k) Plan
Sponsored by Affinity Group Central Region Llc Dba Affinity Group Central · EIN 880972951 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 127
- With balances
- 136
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 |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | 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 | $18,016 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $7,130 |
| Empower Advisory Group, Llc | Investment management | $5,225 |
| Ameriprise Financial Services Llc | Investment advisory (plan) | $4,215 |
| Global Retirement Partners Llc | Investment advisory (plan) | $3,765 |
| Ameriprise Financial Inc Dba Columb | Investment advisory (plan) | $3,236 |