Sierra Canyon Foundation 401(k) Plan
Sponsored by Sierra Canyon High School Foundation · EIN 954823704 · Plan #001
- Total assets
- $26.7M
- Net assets
- $26.7M
- Active participants
- 196
- With balances
- 203
Plan year beginning 09/01/2024 · 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 | $37,958 |
| Nfp Retirement Inc | Investment advisory (plan) | $36,988 |
| Empower Advisory Group, Llc | Investment management | $12,684 |
| Mml Investors Services Llc | Other commissions | $0 |