A.W.A.R.E., Inc. Retirement Plan And Trust
Sponsored by A.W.A.R.E. Inc. · EIN 810360391 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 188
- With balances
- 227
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| 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 Annuity Insurance Company | Recordkeeping fees | $24,275 |
| Lpl Financial | Investment advisory (plan) | $21,756 |
| Sannah M Brandt Llc | Contract administrator | $7,252 |
| Leafhouse Financial Advisors,Llc | Other fees | $6,127 |
| Empower Advisory Group, Llc | Investment management | $5,315 |