Michael Dunn Center Retirement Plan
Sponsored by Michael Dunn Center · EIN 620851179 · Plan #002
- Total assets
- $2.6M
- Net assets
- $2.6M
- Active participants
- 382
- With balances
- 100
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co. | Recordkeeping fees | $12,410 |
| Lpl Financial | Other fees | $6,850 |
| Osaic Wealth, Inc. | Investment advisory (plan) | $2,728 |
| Empower Advisory Group, Llc | Investment management | $2,148 |
| Erisa Services, Inc. | Contract administrator | $1,810 |
| Woodbury Financial Services, Inc. | Investment advisory (plan) | $1,748 |