AUMdb

Solo Printing 401(k) Savings Plan

Sponsored by Solo Printing Llc · EIN 592571138 · Plan #001

Total assets
$7.6M
Net assets
$7.5M
Active participants
122
With balances
110

Plan year beginning 01/01/2024 · 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
Merrill Lynch Pierce Fenner Smith Investment advisory (plan) $26,706
Definiti Llc Contract administrator, Recordkeeping fees, Recordkeeping $5,685
Merrill Lynch Life Agency Investment advisory (plan) $4,734
Transamerica Financial Life Ins Co Recordkeeping, Float revenue, Participant loan processing $4,227
Empower Annuity Insurance Company Recordkeeping fees $1,644
Empower Advisory Group, Llc Investment management $126