Foundry Commercial Retirement Savings Plan
Sponsored by Foundry Commercial, Llc · EIN 274210177 · Plan #001
- Total assets
- $48.7M
- Net assets
- $48.7M
- Active participants
- 436
- With balances
- 527
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 Company O | Recordkeeping fees | $32,651 |
| Empower Advisory Group, Llc | Investment management | $13,826 |
| Foundry Commercial Llc | Other fees | $1,000 |
| Empower Financial Services, Inc. | Securities brokerage | $150 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $10 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |