AUMdb

Draftpros 401(k) Plan

Sponsored by Draftpros, Llc · EIN 611795374 · Plan #001

Total assets
$13.5M
Net assets
$13.5M
Active participants
210
With balances
191

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024
Lwm Advisory Services, Llc CRD 172009 fuzzy_auto · 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
Empower Annuity Ins Co Of America Recordkeeping fees $42,644
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $10,745
Lwm Advisory Servicess Llc Investment advisory (plan) $4,873
The Retirement Advantage Inc Contract administrator $4,250
Empower Advisory Group, Llc Investment management $3,262
Dwc Erisa Consultants Llc Contract administrator $1,385