Whitney Center, Inc. Comprehensive Retirement Plan
Sponsored by Whitney Center, Inc. · EIN 060924891 · Plan #002
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 351
- With balances
- 156
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 Company | Recordkeeping fees | $46,538 |
| Empower Advisory Group, Llc | Investment management | $314 |
| Kestra Investment Services Llc | Other commissions | $0 |