Renewal By Andersen Of Alaska 401(k) Profit Sharing Plan
Sponsored by Home Improvement Services Company Dba Renewal By Andersen Of Alaska · EIN 261627161 · Plan #001
- Total assets
- $2.6M
- Net assets
- $2.6M
- Active participants
- 160
- With balances
- 155
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 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 |
|---|---|---|
| Evergreen Retirement Plan Consultin | Contract administrator | $13,904 |
| Edward D Jones & Co Lp | Investment advisory (plan) | $11,491 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $4,231 |
| Morningstar Inc Dba Morningstar Ass | Other fees | $455 |
| Empower Advisory Group, Llc | Investment management | $4 |