AUMdb

Empirical 401(k) And Profit Sharing Plan

Sponsored by Empirical Technology, Inc. · EIN 942740498 · Plan #001

Total assets
$84.0M
Net assets
$84.0M
Active participants
1,238
With balances
1,298

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Hays Financial Group Consulting (general) $49,985
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $44,526
Forvis Mazars Accounting $15,335
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $11,135