Werner Auto Team 401(k) Plan
Sponsored by Curtis Corp · EIN 470719397 · Plan #001
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 207
- With balances
- 170
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 | $14,752 |
| National Automobile Dealers | Other fees | $2,146 |
| Empower Advisory Group, Llc | Investment management | $1,610 |
| Capfinancial Partners Llc Dba | Other fees | $358 |
| Northeast Retirement Services, Inc. | Contract administrator | $224 |