Pearson Ford, Inc. 401(k) Plan
Sponsored by Pearson Ford, Inc. · EIN 351053374 · Plan #001
- Total assets
- $2.1M
- Net assets
- $2.1M
- Active participants
- 107
- With balances
- 131
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 |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $8,074 |
| Retirement Plan Concepts & Services | Contract administrator, Recordkeeping, Participant loan processing | $7,673 |
| Oxford Finacial | Investment advisory (plan) | $5,643 |
| Bank Of America Na | Investment advisory (plan) | $1,611 |
| Empower Annuity Insurance Company | Recordkeeping fees | $1,482 |
| Empower Advisory Group, Llc | Investment management | $669 |