AUMdb

Exhibitus, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Exhibitus, Inc. · EIN 261101415 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
116
With balances
126

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 Insurance Company Recordkeeping fees $26,592
Envestnet Retirement Solutions, Llc Other fees $3,132
Empower Advisory Group, Llc Investment management $103
Morgan Stanley Smith Barney Llc Other commissions $0
Morgan Stanley Insurance Services I Other commissions $0