AUMdb

Midatlantic Realty Partners, Llc 401(k) Plan

Sponsored by Midatlantic Realty Partners, Llc · EIN 870744291 · Plan #001

Total assets
$9.8M
Net assets
$9.8M
Active participants
134
With balances
113

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 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Co Of Am Recordkeeping fees $37,099
Lafayette Life Insurance Company Contract administrator $5,828
Empower Advisor Group, Llc Investment management $2,780
Envestnet Retirement Solutions Llc Other fees $1,731