AUMdb

Sun Tran Bargaining Unit 401(k) Plan

Sponsored by Tucson Transit Management, Llc · EIN 822308943 · Plan #004 · Tucson, AZ

Total assets
$5.0M
Net assets
$5.0M
Active participants
394
With balances
128

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 Advisory Group, Llc Recordkeeping fees $1,475
Empower Advisory Group, Llc Investment management $0