First Help Financial And Treacy & Company Retirement Plan
Sponsored by First Help Financial, Llc · EIN 383739185 · Plan #002
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 379
- With balances
- 302
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 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 |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $26,146 |
| Empower Annuity Ins. Co Of America | Recordkeeping fees | $25,073 |
| Empower Advisory Group, Llc | Investment management | $12,589 |
| The Angell Pension Group Inc | Contract administrator | $0 |