AUMdb

Longwood Gardens 403(b) Employer Match Retirement Plan

Sponsored by Longwood Gardens · EIN 510110625 · Plan #002

Total assets
$69.7M
Net assets
$69.7M
Active participants
810
With balances
511

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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 $184,279
Empower Advisory Group, Llc Investment management $1,912
Securities America Inc Other commissions $0
Osaic Wealth Inc Other commissions $0