Trafon Group Retirement Plan
Sponsored by Trafon Group, Inc · EIN 660564639 · Plan #001
- Total assets
- $1.2M
- Net assets
- $1.2M
- Active participants
- 103
- With balances
- 102
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 Co | Recordkeeping fees | $13,368 |
| B Riley Wealth Management Inc | Investment advisory (plan) | $6,269 |
| Empower Advisory Group Llc | Investment management | $1,262 |
| San Blas Securities Llc | Investment advisory (plan) | $303 |