AUMdb

Symbotic Llc 401(k) Plan

Sponsored by Symbotic Llc · EIN 208782926 · Plan #001

Total assets
$89.7M
Net assets
$88.9M
Active participants
1,681
With balances
1,891

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $109,086
Empower Annuity Ins Co Of America Recordkeeping fees $72,630
Empower Advisory Group, Llc Investment management $69,505