Beltmann Group Incorporated 401(k) Savings And Retirement Plan Trust Agreement
Sponsored by Beltmann Group Incorporated · EIN 411287134 · Plan #003
- Total assets
- $23.7M
- Net assets
- $23.7M
- Active participants
- 543
- With balances
- 581
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $51,350 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $28,000 |
| Empower Financial Services, Inc. | Shareholder servicing fees, Other investment fees and expenses | $10 |