AUMdb

Relo Redac, Inc. 401(k) Plan

Sponsored by Relo Redac, Inc. · EIN 133368423 · Plan #001

Total assets
$11.7M
Net assets
$11.7M
Active participants
201
With balances
111

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $41,739
Cdh Pc Accounting $29,502
Morgan Stanley Investment advisory (plan) $27,793
Empower Life & Annuity Insurance Recordkeeping fees $4,863
Relo Redac Inc Other fees $2,520