AUMdb

Eagle Group 401(k) Retirement Plan

Sponsored by Metal Masters Food Service Equipment Co., Inc. · EIN 510320417 · Plan #005

Total assets
$29.4M
Net assets
$29.4M
Active participants
317
With balances
481

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
Wilmington Trust Asset Management, Llc CRD 325489 fuzzy_auto · 93% 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
Wilmington Trust, N.A. Investment advisory (plan) $42,252
Empower Annuity Insurance Company O Recordkeeping fees $32,825
Empower Advisory Group, Llc Investment management $10,449