Foley, Incorporated 401(k) Plan
Sponsored by Foley, Incorporated · EIN 220917100 · Plan #003
- Total assets
- $124M
- Net assets
- $124M
- Active participants
- 623
- With balances
- 762
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 |
|---|---|---|
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 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 |
|---|---|---|
| Newport Capital Group Llc | Investment advisory (plan) | $97,821 |
| Empower Advisory Group, Llc | Investment management | $11,174 |