The Simon Konover Company 401 K Savings Plan
Sponsored by The Simon Konover Company · EIN 061496409 · Plan #001
- Total assets
- $16.7M
- Net assets
- $16.7M
- Active participants
- 221
- With balances
- 208
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 |
|---|---|---|
| Smith Brothers Financial, Llc CRD 322951 | 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 |
|---|---|---|
| Empower Annuity Insur Company Of Am | Recordkeeping fees | $95,930 |
| Smith Brothers Financial Llc | Investment advisory (plan) | $31,126 |
| Fiducient Advisors Llc | Other fees | $22,848 |
| Empower Advisory Group, Llc | Investment management | $12,235 |
| Pension Consultants, Inc. | Contract administrator | $11,907 |