AUMdb

American Family 401(k) Plan

Sponsored by American Family Mutual Insurance Company, S.I. · EIN 390273710 · Plan #002

Total assets
$2.2B
Net assets
$2.2B
Active participants
11,004
With balances
16,303

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
Empower Financial Advisors, Llc CRD 334722 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group, Llc Investment advisory (participants), Direct payment from the plan, Investment management $1,046,099
Empower Annuity Insurance Company O Recordkeeping, Participant loan processing, Direct payment from the plan $219,977
Qdro Consultants Consulting (general), Direct payment from the plan, Other fees $5,400
Empower Financial Services, Inc. Securities brokerage, Other investment fees and expenses, Investment advisory (participants) $1,014