Assuredpartners Pep
Sponsored by Assuredpartners Investment Advisors, Llc · EIN 850777552 · Plan #001
- Total assets
- $35.3M
- Net assets
- $35.3M
- Active participants
- 1,761
- With balances
- 1,143
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 |
|---|---|---|
| Pentegra Services Inc | Contract administrator, Investment advisory (plan) | $133,487 |
| Assuredpartners Capital Inc Dba Ass | Investment advisory (plan) | $60,920 |
| Empower Advisory Group, Llc | Investment management | $13,689 |
| Empower Annuity Insurance Company | Recordkeeping fees | $10,198 |
| Benefit Trust Company | Trustee (directed) | $7,065 |