AUMdb

Ohio Real Title Agency, Llc 401(k) Profit Sharing Plan And Trust

Sponsored by Ohio Real Title Agency, Llc · EIN 020760823 · Plan #001

Total assets
$9.8M
Net assets
$9.8M
Active participants
133
With balances
157

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 O Recordkeeping fees $26,748
Empower Advisory Group, Llc Investment management $6,262