AUMdb

Strongmind, Inc. 401(k) Plan

Sponsored by Strongmind, Inc. · EIN 474746942 · Plan #001

Total assets
$17.1M
Net assets
$17.1M
Active participants
546
With balances
735

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
Pfg Advisors, Llc CRD 173344 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
Pfg Advisors, Llc Investment advisory (participants) $19,171
Pfg Advisors Llc Investment advisory (plan) $17,036
Empower Annuity Insurance Company O Recordkeeping fees $6,818
John Hancock Life Insurance Company Recordkeeping $3,174
Empower Advisory Group, Llc Investment management $255