AUMdb

Fsi, Inc. 401(k) & Profit Sharing Plan

Sponsored by Fsi, Inc. · EIN 391751953 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
1,804
With balances
317

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 Advisory Group Llc Investment management $9,269
Empower Annuity Insurance Company Recordkeeping fees $3,045
Premier Retirement Partners Contract administrator $2,329
Ameriprise Financial Services Inc Other commissions $0