Severson & Werson, A Professional Corporation, Profit Sharing And Salary Deferral Plan
Sponsored by Severson & Werson · EIN 942774518 · Plan #001
- Total assets
- $52.8M
- Net assets
- $52.7M
- Active participants
- 63
- With balances
- 111
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | 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 | $66,344 |
| Global Retirement Partners Llc | Investment advisory (plan) | $22,312 |
| Empower Advisory Group, Llc | Investment management | $20,148 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $7,438 |