Faulkner Group 401(k) Plan
Sponsored by Faulkner Cadillac, Inc. · EIN 232139345 · Plan #001
- Total assets
- $122M
- Net assets
- $122M
- Active participants
- 1,777
- With balances
- 2,063
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 O | Recordkeeping fees | $278,836 |
| Empower Advisory Group, Llc | Investment management | $49,303 |
| Boyer & Ritter Llc | Accounting | $25,000 |