AUMdb

Modern Forge Companies Employee Retirement Benefit Plan

Sponsored by Modern Forge Services, Llc · EIN 364773498 · Plan #002

Total assets
$70.4M
Net assets
$70.4M
Active participants
419
With balances
639

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 Advisory Group, Llc Investment management $104,975
Empower Financial Services, Inc. Securities brokerage $160
Empower Financial Services, Inc. Other investment fees and expenses $10