AUMdb

Knox Attorney Service, Inc. 401(k) Plan

Sponsored by Knox Attorney Service, Inc. · EIN 953057541 · Plan #001

Total assets
$3.1M
Net assets
$3.1M
Active participants
85
With balances
80

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mma Securities Llc Investment advisory (plan) $14,723
Empower Annuity Insurance Company Recordkeeping fees $8,518
Premier Plan Consultants Inc Contract administrator $3,547
Empower Advisory Group, Llc Investment management $1,781