AUMdb

Perkins Motor Company, Inc. Profit Sharing Plan

Sponsored by Perkins Motor Company, Inc. · EIN 840461492 · Plan #001

Total assets
$4.9M
Net assets
$4.9M
Active participants
110
With balances
250

Plan year beginning 06/01/2024 · 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 O Recordkeeping fees $30,963
Cbiz Cpas Pc Investment advisory (plan) $16,000
Empower Advisory Group, Llc Investment management $284
Kestra Investment Services Llc Other commissions $0