AUMdb

Code For America 401(k) Plan

Sponsored by Code For America Labs, Inc. · EIN 271067272 · Plan #001

Total assets
$16.0M
Net assets
$16.0M
Active participants
161
With balances
228

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
The Baldwin Group Wealth Advisors, Llc CRD 312284 fuzzy_auto · 99% 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
The Baldwin Group Wealth Advisors L Investment advisory (plan) $49,888
Empower Annuity Insurance Company O Recordkeeping fees $29,967
Empower Advisory Group, Llc Investment management $6,101