AUMdb

Southwest Electric Co. Corporate 401(k) Plan

Sponsored by Southwest Electric Co. · EIN 730558653 · Plan #003

Total assets
$11.4M
Net assets
$11.4M
Active participants
196
With balances
239

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
Cetera Advisor Networks Llc Investment advisory (plan) $26,956
Empower Advisory Group, Llc Investment management $26,508
Empower Annuity Insurance Company O Recordkeeping fees $14,145
Pasi, Llc Contract administrator $11,165