AUMdb

Firstcall Mechanical Group 401(k) Plan

Sponsored by Firstcall Mechanical Group Llc · EIN 882848229 · Plan #001

Total assets
$4.8M
Net assets
$4.8M
Active participants
596
With balances
341

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
Alliant Insurance Services Inc Dba Investment advisory (plan) $1,974
Empower Annuity Insurance Company O Recordkeeping fees $1,748
Empower Advisory Group, Llc Investment management $1