Masonic Homes Ky Retirement Savings Plan
Sponsored by Mhky Management Services, Llc · EIN 991685481 · Plan #002
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 476
- With balances
- 221
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 |
|---|---|---|
| Stock Yards Bank & Trust | Investment advisory (plan) | $21,394 |
| Empower Annuity Insurance Company | Recordkeeping fees | $9,744 |
| Empower Advisory Group, Llc | Investment management | $377 |
| Ameriprise Financial Services Llc | Other commissions | $0 |