AUMdb

Earthbound Llc 401 K Profit Sharing Plan And Trust

Sponsored by Earthbound Llc · EIN 134147038 · Plan #001

Total assets
$6.0M
Net assets
$6.0M
Active participants
112
With balances
111

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners, Llc Investment advisory (plan) $20,189
Global Retirement Partners, Llc Investment advisory (plan) $20,188
Concierge Retirement Services, Inc. Contract administrator $13,113
Concierge Retirement Services, Inc Contract administrator $13,113
Empower Life & Annuity Ins Co Of Ny Recordkeeping fees $6,028
Empower Advisory Group, Llc Investment management $3,461
Global Retirement Partners Llc Recordkeeping fees $0