AUMdb

Sunbelt Human Advancement Resources 403(b) Plan

Sponsored by Sunbelt Human Advancement Resources, Inc. · EIN 576028253 · Plan #001

Total assets
$7.4M
Net assets
$7.4M
Active participants
229
With balances
130

Plan year beginning 01/01/2024 · Profit-sharing

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 Recordkeeping fees $15,342
Gallagher Benefit Services Investment advisory (plan) $6,064
My Benefits Llc Contract administrator $4,145
Empower Advisory Group, Llc Investment management $447
Empower Advisory Group, Llc Investment management $446