Folium, Inc. 401(k) Profit Sharing Plan
Sponsored by Folium, Inc. · EIN 232205138 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 396
- With balances
- 409
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $61,897 |
| Smith Elliott Kearns & Company, Llc | Contract administrator | $33,567 |
| Empower Advisory Group,Llc | Investment management | $10,826 |
| Cambridge Investment Research Inc. | Other commissions | $0 |