AUMdb

Ardex, L.P. 401(k) Plan

Sponsored by Ardex, L.P. · EIN 200505554 · Plan #001

Total assets
$50.0M
Net assets
$50.0M
Active participants
339
With balances
385

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $40,533
Ardex Lp Other fees $25,151
Wells Fargo Advisors Llc Investment advisory (plan) $12,964
Grossman Yanak & Ford Llp Accounting $11,529
Marsh & Mclennan Companies Inc Investment advisory (plan) $8,000
Empower Annuity Insurance Company Recordkeeping fees $0
Mmcsc Investment advisory (plan) $0