AUMdb

Senior Catering Retirement Plan

Sponsored by Senior Catering · EIN 570777030 · Plan #002

Total assets
$967K
Net assets
$967K
Active participants
151
With balances
124

Plan year beginning 07/01/2024 · Profit-sharing, 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 $10,580
Ameriprise Financial Services, Inc. Other commissions $5,327
Stringer Resource Group Contract administrator $676
Empower Advisory Group, Llc Investment management $238