The Calais School 401(k) Plan
Sponsored by The Calais School · EIN 221903027 · Plan #003
- Total assets
- $3.5M
- Net assets
- $3.5M
- Active participants
- 98
- With balances
- 133
Plan year beginning 07/01/2024 · 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 Co. Of Am | Recordkeeping fees | $20,826 |
| Empower Advisory Group | Investment management | $2,879 |
| Red Bank Pension Services, Inc. | Contract administrator | $2,500 |
| Ameriprise Financial | Other commissions | $0 |