AUMdb

Highpoint 401(k) Retirement Plan

Sponsored by Highpoint Digital, Inc. · EIN 541887277 · Plan #001

Total assets
$30.3M
Net assets
$30.3M
Active participants
134
With balances
294

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
Usi Advisors, Inc. CRD 108113 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 $61,185
Usi Advisors Inc Investment advisory (plan) $37,044
Empower Advisory Group, Llc Investment management $2,238