Soar365 Retirement Plan 403(b)
Sponsored by Soar365 · EIN 540629691 · Plan #004
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 281
- With balances
- 373
Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Ascensus Holdings Inc Dba Futurepla | Contract administrator | $5,795 |
| The Vanguard Group, Inc. | Recordkeeping, Other fees, Participant loan processing | $3,045 |
| Empower Annempower Annuity Insuranc | Recordkeeping fees | $2,660 |
| Empower Advisory Group, Llc | Investment management | $919 |
| Kestra Investment Services Llc | Other commissions | $0 |
| Ascensus Inc | Other fees | $0 |