Federal Management Systems Inc. 401(k) Plan
Sponsored by Federal Management Systems Inc. · EIN 521708090 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 60
- With balances
- 115
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 |
|---|---|---|
| Pointoak Retirement Advisors, Llc CRD 314866 | 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 |
|---|---|---|
| Uhy Llp | Accounting | $25,600 |
| Empower Annuity Insurance Company | Recordkeeping fees | $17,554 |
| Pointoak Retirement Advisors Llc | Investment advisory (plan) | $14,441 |
| Empower Advisory Group, Llc | Investment management | $255 |