AUMdb

Pharpoint Research, Inc. 401(k) Plan

Sponsored by Pharpoint Research, Inc. · EIN 204082716 · Plan #001

Total assets
$10.1M
Net assets
$10.1M
Active participants
148
With balances
125

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
Gallagher Benefit Services Inc Investment advisory (plan) $20,346
Empower Annuity Ins Co America Recordkeeping fees $19,472
Empower Advisory Group, Llc Investment management $3,961