Uovo Management Llc And Storage Deluxe Management Llc 401(k) Plan
Sponsored by Uovo Management Llc And Storage Deluxe Management Llc · EIN 522268553 · Plan #002
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 297
- With balances
- 376
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 |
|---|---|---|
| Empower Life & Annuity Insurance | Recordkeeping fees | $72,800 |
| J P Morgan Broker Dealer Holdings | Investment advisory (plan) | $23,408 |
| Empower Advisory Group, Llc | Investment management | $12,666 |