AUMdb

First Mainstreet Insurance, L.C. 401(k) Plan

Sponsored by First Mainstreet Insurance, L.C. · EIN 823143872 · Plan #001

Total assets
$6.7M
Net assets
$6.7M
Active participants
188
With balances
0

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 Annuity Ins Co Of America Recordkeeping fees $17,902
Lion Street Advisors, Llc Investment advisory (plan) $16,266
The Finway Group, Llc Contract administrator $14,733
Empower Advisory Group, Llc Investment management $2,943
Envestnet Retirement Solutions, Llc Other fees $1,084