AUMdb

Egr, Inc. 401 K Profit Sharing Plan

Sponsored by Egr Incorporated · EIN 980137281 · Plan #001

Total assets
$2.4M
Net assets
$2.4M
Active participants
61
With balances
131

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
Voya Retirement Insurance & Annuity Investment advisory (participants) $15,310
Empower Advisory Group, Llc Investment management $3,089
Nicholls Benefits & Insurance Consulting (general) $1,075
Empower Annuity Insurance Company Recordkeeping fees $75