AUMdb

Mcrae's U.S. Mail Service, Inc. 401(k) Plan

Sponsored by Mcraes U.S. Mail Service, Inc. · EIN 391745087 · Plan #001

Total assets
$4.2M
Net assets
$4.2M
Active participants
300
With balances
343

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 $25,676
Assuredpartners Capital Inc. Investment advisory (plan) $18,137
Premier Retirement Partners Contract administrator $10,394
Alliance Benefit Group Wisconsin Ll Contract administrator $7,617
Empower Advisory Group Llc Investment management $1,877
Leafhouse Financial Advisors, Llc Investment advisory (plan) $1,813
Bas Partners Accounting $0