Mayer, Llp 401(k) And Profit Sharing Plan
Sponsored by Mayer, Llp · EIN 832396704 · Plan #001
- Total assets
- $19.4M
- Net assets
- $19.4M
- Active participants
- 255
- With balances
- 332
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | 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 |
|---|---|---|
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $68,067 |
| Empower Annuity Insurance Company | Recordkeeping fees | $48,645 |
| Empower Advisory Group, Llc | Investment management | $31,017 |