AUMdb

Baker College Employees' Pension Trust

Sponsored by Baker College Professional Services, Inc. · EIN 383043861 · Plan #003

Total assets
$87.3M
Net assets
$87.3M
Active participants
396
With balances
873

Plan year beginning 09/01/2024 · Money purchase, 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, Float revenue $8,425
Empower Advisory Group, Llc Investment management $2,772
Mml Investors Services Inc Insurance brokerage commissions, Other commissions $0
Mmlis Other commissions $0