Chaffe Mccall, L L P 401 K Profit Sharing Plan
Sponsored by Chaffe Mccall, L.L.P. · EIN 720476169 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 75
- With balances
- 90
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 |
|---|---|---|
| Hancock Whitney | Other fees | $56,458 |
| Empower Annuity Insurance Company | Recordkeeping fees | $32,020 |
| Heard Mcelroy & Vestal | Contract administrator | $9,709 |
| Empower Advisory Group, Llc | Investment management | $1,573 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $35 |
| Empower Financial Services, Inc | Shareholder servicing fees | $0 |