Tapper's Fine Jewelry, Inc. 401(k) Profit Sharing Plan
Sponsored by Tapper's Fine Jewelry, Inc. · EIN 382149120 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 165
- With balances
- 152
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 | $52,813 |
| Empower Advisory Group, Llc | Investment management | $4,694 |
| Leafhouse Financial Advisors, Llc | Other fees | $4,689 |
| Morningstar Inc. Dba | Other fees | $1,874 |
| Securities America, Inc. | Other commissions | $0 |
| Great Lakes Pension Associates, Inc | Contract administrator | $0 |
| Osaic Wealth Inc. | Other commissions | $0 |