Premium Guard 401(k) Savings Plan
Sponsored by Premium Guard, Inc. · EIN 113139622 · Plan #002
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 335
- With balances
- 128
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 | $14,397 |
| Burleigh Consulting Group, Inc. | Contract administrator | $11,955 |
| James D. Collier & Co | Investment advisory (plan) | $11,398 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $7,659 |
| Morningstar Inc Dba Morningstar | Other fees | $1,879 |