AUMdb

The Tobin Group 401(k) Plan

Sponsored by The Tobin Group · EIN 382374406 · Plan #001

Total assets
$3.6M
Net assets
$3.6M
Active participants
145
With balances
141

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 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Glass Retirement Strategies, Inc. Consulting (general), Contract administrator $11,783
Empower Advisor Group Llc Investment management $2,004
Empower Annuity Ins. Co. Of America Recordkeeping fees $230