AUMdb

Elb 401(k) Plan

Sponsored by Plato Elearning Llc · EIN 850594039 · Plan #001

Total assets
$4.5M
Net assets
$4.5M
Active participants
100
With balances
126

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
Rbc Capital Markets, Llc CRD 31194 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
Empower Annuity Insurance Company O Recordkeeping fees $20,509
Rbc Capital Markets Llc Investment advisory (plan) $11,355
Empower Advisory Group, Llc Investment management $1,443
Leafhouse Financial Advisors, Llc Other fees $909