Swank Enterprises Inc Davis Bacon Pension Plan And Trust
Sponsored by Swank Enterprises Inc · EIN 810302197 · Plan #006
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 169
- With balances
- 260
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| M Group Investment Advisor, Llc CRD 160128 | 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 | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $27,694 |
| M Group Investment Advisor Llc | Investment advisory (participants), Investment advisory (plan) | $23,158 |
| Davis Bacon Pension Plans Inc | Contract administrator, Valuation, Participant communication | $21,016 |
| Empower Advisory Group, Llc | Investment management | $13,657 |