AUMdb

Belmont Beverage 401(k) Salary Reduction Plan & Trust

Sponsored by Druley Enterprises Inc. · EIN 351181517 · Plan #001

Total assets
$3.3M
Net assets
$3.3M
Active participants
202
With balances
204

Plan year beginning 05/01/2024 · 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 O Recordkeeping fees $19,760
Empower Advisory Group, Llc Investment management $662