AUMdb

Metro Brokers 401(k) Retirement Plan

Sponsored by Metro Brokers, Inc. · EIN 581354658 · Plan #003

Total assets
$4.7M
Net assets
$4.7M
Active participants
95
With balances
159

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 $20,554
Northwestern Mutual Wealth Mgmt Co Investment advisory (plan) $13,630
Empower Advisory Group, Llc Investment management $3,066