AUMdb

Natural Beauty Growers, Llc Retirement Savings Plan

Sponsored by Natural Beauty Growers, Llc · EIN 521993530 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
187
With balances
101

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
Kerberrose Wealth Management, Llc CRD 168787 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Kerberrose Wealth Management Llc Investment advisory (plan) $28,745
Clifton Larson Allen Wealth Advisor Accounting $12,600
Empower Annuity Insurance Company Recordkeeping fees $11,160
Empower Advisory Group, Llc Investment management $1,616