The Whole Child 401(k) Plan
Sponsored by The Whole Child · EIN 952031148 · Plan #001
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 191
- With balances
- 169
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 |
|---|---|---|
| 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 Ins. Co. America | Recordkeeping fees | $1,312 |
| Empower Advisory Group, Llc | Investment management | $1,248 |
| Incentive Benefits, Inc. | Contract administrator | $875 |