AUMdb

Don E. Bower, Inc. 401(k) Plan

Sponsored by Don E. Bower, Inc. · EIN 232132575 · Plan #001

Total assets
$5.4M
Net assets
$5.4M
Active participants
74
With balances
114

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
Empower Annuity Insurance Co Of Ame Recordkeeping fees $34,909
Morningstar Inc Other fees $1,038
Creative Retirement Systems Inc. Contract administrator $780
Empower Advisory Group, Llc Investment management $37
Park Avenue Securities Llc Other commissions $0
Mml Investors Services Llc Other commissions $0