AUMdb

Native Seed, Lp 401(k) Plan

Sponsored by Native Seed, Lp · EIN 862096378 · Plan #001

Total assets
$11.3M
Net assets
$11.3M
Active participants
181
With balances
134

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
Cannon Capital Management, Inc. CRD 144247 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cannon Capital Management Inc Investment advisory (plan) $20,126
Empower Advisory Group, Llc Investment management $19,132
Empower Annuity Insurance Company Recordkeeping fees $16,640
Empower Financial Services, Inc. Securities brokerage $25
Empower Financial Services, Inc. Other investment fees and expenses $10
Empower Financial Services, Inc. Shareholder servicing fees $0