Swords To Plowshares 403(b) Plan
Sponsored by Swords To Plowshares · EIN 942260626 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 190
- With balances
- 233
Plan year beginning 07/01/2024 · Partial participant-directed account
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 | $25,021 |
| Peery & Associates Inc | Contract administrator | $9,150 |
| Empower Advisory Group Llc | Investment management | $5,299 |
| Lincoln National Corporation | Contract administrator | $725 |