General Insurance Brokers Retirement Plan
Sponsored by General Insurance Brokers · EIN 660448501 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 16
- With balances
- 16
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
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 Insurance Company | Recordkeeping fees | $7,465 |
| Oriental Bank & Trust | Trustee (directed) | $2,000 |
| Empower Advisory Group Llc | Investment management | $53 |