Donelan's Savings & Investment Plan
Sponsored by Donelan's Supermarkets, Inc. · EIN 042795789 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 181
- With balances
- 134
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 |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $31,454 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $3,916 |
| Next Financial Group Inc | Other commissions | $0 |
| The Angell Pension Group, Inc. | Contract administrator | $0 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |