Foundation Title 401(k)plan
Sponsored by Foundation Title, Llc · EIN 861139935 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 144
- With balances
- 135
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sbc Benefit Consultants, Inc. | Contract administrator, Plan administrator, Direct payment from the plan | $3,120 |
| Loren D Stark Company | Contract administrator | $2,240 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $961 |
| Empower Advisory Group Llc | Investment management | $235 |
| Park Avenue Securities Llc | Other commissions | $0 |