Pomeroy Living Management Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Pomeroy Living Management Llc · EIN 810767408 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 758
- With balances
- 541
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 |
| Onedigital Investment Advisors Llc CRD 106766 | 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 | $58,940 |
| Empower Advisory Group, Llc | Investment management | $21,657 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $17,152 |
| Schlaupitz Madhavan Pc | Accounting | $14,000 |