Mel Stevenson And Associates, Inc. 401(k) Plan
Sponsored by Mel Stevenson And Associates, Inc. · EIN 431369879 · Plan #003
- Total assets
- $47.6M
- Net assets
- $47.6M
- Active participants
- 431
- With balances
- 518
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 |
|---|---|---|
| Cetera Advisor Networks Llc | Investment advisory (plan) | $43,570 |
| Erp National Llc Dba Erp Retirement | Contract administrator | $24,396 |
| Empower Annuity Insurance Company | Recordkeeping fees | $18,977 |
| Empower Advisory Group, Llc | Investment management | $2,884 |