AUMdb

American Vision Windows Retirement Plan

Sponsored by American Vision Windows, Inc. · EIN 680448034 · Plan #001

Total assets
$4.9M
Net assets
$4.8M
Active participants
174
With balances
121

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
Mutual Advisors, Llc CRD 167658 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $28,004
Mutual Advisors Llc Investment advisory (plan) $22,982
R Tech Consultants Inc Contract administrator $8,256
Empower Advisory Group, Llc Investment management $7,308