AUMdb

The Cam Collective 401(k) Plan

Sponsored by Trowbridge Cam Holdings, Inc · EIN 881147453 · Plan #001

Total assets
$10.0M
Net assets
$10.0M
Active participants
442
With balances
293

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
Merrill Lynch Pierce Fenner & Smith Trustee (institutional) $31,941
Empower Advisory Group, Llc Investment management $9,715
Empower Annuity Insurance Company Recordkeeping fees $7,549
Prime Benefits, Inc. Contract administrator $5,175