AUMdb

Conti Federal Services, Llc Employees' 401(k) Plan

Sponsored by Conti Federal Services, Llc · EIN 831401674 · Plan #001

Total assets
$12.2M
Net assets
$12.2M
Active participants
141
With balances
173

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 Annuity Insurance Company Recordkeeping fees $39,057
T. Rowe Price Contract administrator, Direct payment from the plan, Recordkeeping fees $15,405
The Weiss Group, Inc. Contract administrator $14,628
New York Life Insurance Dba Eagle S Investment advisory (plan) $8,479
Leafhouse Financial Advisors, Llc Other fees $3,457
Empower Advisory Group, Llc Investment management $670