The Bliss Group Holdings, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by The Bliss Group Holdings, Llc · EIN 861373752 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 91
- With balances
- 127
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 |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | 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 |
|---|---|---|
| Empower Life & Annuity Insurance | Recordkeeping fees | $21,933 |
| Private Advisor Group Llc | Investment advisory (plan) | $18,642 |
| Empower Advisory Group, Llc | Investment management | $4,286 |