Coadvantage Corporation Retirement Savings Plan
Sponsored by Coadvantage Corporation · EIN 273007025 · Plan #333
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 76,258
- With balances
- 15,637
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 |
|---|---|---|
| Empower Annuity Insurance Co | Recordkeeping fees | $4,329,366 |
| Empower Advisory Group | Investment management | $128,798 |
| Raymond James Insurance Group Inc | Other commissions | $0 |