AUMdb

The Concrete Company 401(k) Profit Sharing Plan

Sponsored by The Concrete Company · EIN 580670060 · Plan #002 · Columbus, GA

Total assets
$4.3M
Net assets
$4.3M
Active participants
64
With balances
94

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
Morgan Stanley Smith Barney Llc CRD 149777 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
Morgan Stanley Investment advisory (plan) $6,423
Empower Advisory Group, Llc Investment management $5,662