Rural Minnesota Cep, Inc. Tax Sheltered Annuity Plan
Sponsored by Rural Minnesota Cep · EIN 410942639 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 84
- With balances
- 111
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| 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 Ins Co Of America | Recordkeeping fees | $27,393 |
| Securities America Advisors, Inc | Investment advisory (plan) | $12,188 |
| Securities America Advisors, Inc | Other fees | $3,433 |
| Empower Advisory Group, Llc | Investment management | $174 |
| Erp National Llc Dba Erp Retirement | Contract administrator | $0 |