AUMdb

Maggie Sottero Designs, Llc Retirement Plan

Sponsored by Maggie Sottero Designs, Llc · EIN 841372968 · Plan #001

Total assets
$11.4M
Net assets
$11.4M
Active participants
90
With balances
87

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 Recordkeeping fees $33,463
National Benefit Services Llc Contract administrator $2,957
Empower Advisory Group Llc Investment management $2,577
Oneamerica Securities Inc, Other commissions $0