Conesys, Inc. And Affiliated Companies 401 (K) Plan
Sponsored by Conesys, Inc. · EIN 954724210 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 369
- With balances
- 234
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 Annuity Insurance Company | Recordkeeping fees | $35,778 |
| Empower Advisory Group, Llc | Investment management | $7,927 |
| Arroyo Insurance Services Inc | Consulting (general) | $6,532 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $4,666 |
| R Tech Consultants, Inc. | Contract administrator | $2,250 |
| Morgan Stanley Insurance Services | Other commissions | $0 |