Sussex Im 401(k) Plan
Sponsored by Sussex Im, Inc. · EIN 900508625 · Plan #001
- Total assets
- $39.5M
- Net assets
- $39.5M
- Active participants
- 221
- With balances
- 306
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 O | Recordkeeping fees | $33,801 |
| Empower Advisory Group, Llc | Investment management | $16,567 |
| Envestnet Retirement Solutions, Llc | Other fees | $15,059 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $10 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |