Ferrell Companies, Inc. 401(k) Investment Plan
Sponsored by Ferrell Companies, Inc · EIN 431688741 · Plan #001
- Total assets
- $252M
- Net assets
- $252M
- Active participants
- 4,414
- With balances
- 3,863
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 | Investment management, Investment advisory (participants), Direct payment from the plan | $232,575 |
| Empower Annuity Insurance Company | Recordkeeping fees, Recordkeeping, Participant loan processing | $201,628 |
| Qdro Consultants Company, Llc | Other fees, Consulting (general), Direct payment from the plan | $1,200 |
| Empower Financial Services, Inc. | Securities brokerage, Distribution (12b-1) fees, Participant communication | $225 |