The Equity Technology Group 401(k) Plan
Sponsored by The Equity Technology Group, Inc. · EIN 320430595 · Plan #001
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 183
- With balances
- 222
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 |
|---|---|---|
| Stratos Wealth Partners, Ltd CRD 153184 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | 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 Insurance Company O | Recordkeeping fees | $29,999 |
| Stratos Wealth Partners, Ltd | Investment advisory (plan) | $29,584 |
| Lpl Financial | Investment advisory (plan) | $27,309 |
| Empower Advisory Group, Llc | Investment management | $10,247 |