Ae 401(k) Plan 5% 90 Day
Sponsored by Ambassador Enterprises, Llc · EIN 332234192 · Plan #005
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 327
- With balances
- 318
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 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 |
|---|---|---|
| World Investment Advisors Llc | Investment advisory (plan) | $24,196 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $11,009 |
| Empower Advisory Group, Llc | Investment management | $1,420 |