Encompass 401(k) Plan
Sponsored by Encompass Technologies Development Inc. · EIN 813742513 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 151
- With balances
- 226
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 |
|---|---|---|
| Newfront Retirement Services, Inc. CRD 167641 | 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 |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $26,156 |
| Benefits 2 Administrators, Llc | Contract administrator | $13,575 |
| Newfront Retirement Services, Inc. | Investment advisory (plan) | $10,466 |
| Empower Advisory Group, Llc | Investment management | $6,070 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $5,189 |