AUMdb

Sca 401(k) Plan

Sponsored by Sweep America Intermediate Holdings, Llc · EIN 815107662 · Plan #001

Total assets
$8.7M
Net assets
$8.7M
Active participants
1,182
With balances
391

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
Global Retirement Partners Llc CRD 172011 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 Recordkeeping fees $28,060
Global Retirement Partners Llc Investment advisory (plan) $21,867
Ascensus Holdings Inc. Dba Futurepl Contract administrator $11,460
Empower Advisory Group, Llc Investment management $8,121