AUMdb

Capital District Beginnings, Inc. Profit Sharing Plan

Sponsored by Capital District Beginnings, Inc. · EIN 141653112 · Plan #001

Total assets
$9.9M
Net assets
$9.9M
Active participants
151
With balances
208

Plan year beginning 07/01/2024 · 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 Life & Annuity Ins Co Of Ny Recordkeeping fees $40,150
Empower Advisory Group, Llc Investment management $1,396
Teal, Becker & Chiaramonte, Cpas Pc Contract administrator $1,010
Equitable Advisors Llc Other commissions $0