Amtrust Retirement Plan
Sponsored by Amtrust North America Inc. · EIN 043106389 · Plan #001
- Total assets
- $458M
- Net assets
- $458M
- Active participants
- 4,479
- With balances
- 6,006
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 |
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $344,888 |
| Empower Advisory Group, Llc | Investment management, Direct payment from the plan | $127,648 |
| Usi Advisors Inc | Investment advisory (plan), Direct payment from the plan | $45,896 |
| Goldgrab Cpa Pllc | Other fees, Investment advisory (plan) | $30,000 |
| Qdro Consultants Company, Llc | Consulting (general), Direct payment from the plan | $1,200 |