The Reese Group, Inc. 401(k) Plan
Sponsored by The Reese Group, Inc. · EIN 621077825 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 117
- With balances
- 115
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 |
|---|---|---|
| Koshinski Asset Management, Inc. Dba Ipi Asset Management, Inc. CRD 111872 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ipi Wealth Management Inc | Investment advisory (plan) | $16,273 |
| Empower Annuity Insurance Co | Recordkeeping fees | $6,790 |
| Empower Advisor Group, Llc | Investment management | $3,398 |
| Stones River Consulting Inc | Contract administrator | $1,425 |