Factor 401(k) Retirement Plan
Sponsored by Factor Law Inc. · EIN 833433229 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 69
- With balances
- 97
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 |
| Rothschild Investment Llc CRD 728 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rothschild Investment Corp | Investment advisory (plan) | $14,099 |
| Empower Life & Annuity Insurance | Recordkeeping fees | $9,219 |
| Empower Advisory Group Llc | Investment management | $4,573 |