AUMdb

Techstars 401(k) Plan

Sponsored by Techstars Central, Llc · EIN 264507415 · Plan #001

Total assets
$18.5M
Net assets
$18.3M
Active participants
162
With balances
297

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
Expand Financial, Llc CRD 152515 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 $51,508
Aveo Capital Partners, Llc Investment advisory (plan) $45,587
Expand Financial Llc Investment advisory (plan) $12,398
Empower Advisory Group, Llc Investment management $6,426