Exacta Land Surveyors 401(k) Plan
Sponsored by Exacta Land Surveyors, Llc · EIN 833240294 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 381
- With balances
- 288
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bokf, Na | Custodial (securities), Trustee (institutional), Trustee (directed) | $10,354 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,589 |
| Mma Securities Llc | Investment advisory (plan) | $7,000 |
| Empower Advisory Group, Llc | Investment management | $708 |
| Marsh & Mclennan Companies Inc | Investment advisory (plan) | $0 |