Retail Success 401(k) Plan
Sponsored by Retail Success Llc · EIN 274527888 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 80
- With balances
- 118
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 |
|---|---|---|
| Archford Capital Strategies, Llc CRD 164482 | 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 Insurance Company O | Recordkeeping fees, Other fees | $29,891 |
| Archford Capital Strategies Llc | Investment advisory (plan) | $25,950 |
| Benefit Plans Plus Llc | Contract administrator | $3,041 |
| Empower Advisory Group, Llc | Investment management | $1,704 |