AUMdb

The Adler Planetarium Defined Contribution Retirement Income Plan

Sponsored by The Adler Planetarium · EIN 366210902 · Plan #003

Total assets
$7.6M
Net assets
$7.6M
Active participants
133
With balances
122

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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 Company Recordkeeping fees $26,831
Gallagher Benefit Services Inc Dba Investment advisory (plan) $10,340
Empower Advisory Group, Llc Investment management $2,494