Norlen Inc 401 K Profit Sharing Plan And Trust
Sponsored by Norlen, Inc · EIN 391033368 · Plan #002
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 120
- With balances
- 151
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 Advisory Group Llc | Investment management | $24,124 |
| Whalen Capital | Investment advisory (plan) | $21,107 |
| Hawkins Ash Cpas | Accounting | $10,500 |
| Corporate Retirement Solutions Llc | Contract administrator | $750 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |