Power Design, Inc. Retirement Plan
Sponsored by Power Design, Inc. · EIN 650147539 · Plan #001
- Total assets
- $79.4M
- Net assets
- $79.4M
- Active participants
- 1,489
- With balances
- 1,761
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc | Recordkeeping, Investment advisory (plan) | $198,873 |
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $7,083 |
| Empower Financial Services, Inc. | Other investment fees and expenses, Shareholder servicing fees | $10 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |
| Power Design Inc | Other fees | $0 |