AUMdb

Blueprint Automation Retirement Plan

Sponsored by Blueprint Automation, Inc. · EIN 541401039 · Plan #001

Total assets
$36.7M
Net assets
$36.7M
Active participants
241
With balances
296

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
Janney Montgomery Scott Llc CRD 463 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
Janney Montgomery Scott Llc Investment advisory (plan) $67,706
Empower Annuity Insurance Company O Recordkeeping fees $27,637
Empower Advisory Group, Llc Investment management $16,158