San Francisco Ballet Agma 403(b) Plan
Sponsored by San Francisco Ballet Association · EIN 941415298 · Plan #003
- Total assets
- $19.7M
- Net assets
- $19.7M
- Active participants
- 39
- With balances
- 116
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 |
|---|---|---|
| Nwk Group, Inc. CRD 124186 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nwk Group Inc | Investment advisory (plan) | $35,655 |
| Empower Advisory Group, Llc | Investment management | $4,968 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |