AUMdb

Coastal Georgia Area Community Action Authority, Inc. Tax Deferred Annuity Plan

Sponsored by Coastal Georgia Area Community Action Authority, Inc. · EIN 580973468 · Plan #002

Total assets
$3.7M
Net assets
$3.7M
Active participants
171
With balances
99

Plan year beginning 07/01/2024 · 401(m) arrangement, ERISA 404(c) participant-directed, Total 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 $36,450
First Party Administrator, Llc Contract administrator $2,971
Empower Advisory Group, Llc Investment management $2,282
Mwa Financial Services, Inc. Other commissions $0
My Benefits, Llc Contract administrator $0
Voya Retirement Ins And Annuity Co Insurance agents and brokers $0