Birdsong Corporation 401(k) Matching & Profit Sharing Contribution Plan
Sponsored by Birdsong Corporation · EIN 540478709 · Plan #002
- Total assets
- $73.7M
- Net assets
- $73.7M
- Active participants
- 641
- With balances
- 713
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 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $93,403 |
| Empower Advisory Group, Llc | Investment management | $35,061 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $33,662 |