Leaders Holding Company 401(k) Plan
Sponsored by Leaders Holding Company · EIN 592640693 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 149
- With balances
- 218
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 |
|---|---|---|
| Raymond James | Investment advisory (plan) | $17,225 |
| Empower Annuity Insurance Co | Recordkeeping fees | $10,244 |
| Empower Advisory Group | Investment management | $6,179 |
| Southern Pension Services | Contract administrator | $3,540 |