AUMdb

Robar Enterprises, Inc. Employees 401(k) Plan

Sponsored by Robar Enterprises, Inc. · EIN 953609033 · Plan #003

Total assets
$5.5M
Net assets
$5.5M
Active participants
269
With balances
296

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
Mma Securities Llc CRD 44254 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 $27,136
Mma Securities Llc Investment advisory (plan) $17,513
Empower Advisory Group, Llc Investment management $2,918