AUMdb

Pepe Abad Retirement Plan

Sponsored by Empresas Pepe Abad Llc · EIN 660999701 · Plan #001

Total assets
$1.6M
Net assets
$1.6M
Active participants
226
With balances
262

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
Empower Annuity Insurance Company Recordkeeping fees $22,097
Empower Advisory Group Llc Investment management $2,098
Cetera Advisor Networks Llc Other commissions $0