AUMdb

The Blackbeard Companies 401(k) Plan

Sponsored by Blackbeard Operating, Llc · EIN 320442543 · Plan #001

Total assets
$29.4M
Net assets
$29.4M
Active participants
253
With balances
346

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
Cetera Investment Advisers Llc CRD 105644 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
Cetera Investment Advisers Llc Investment advisory (plan) $51,982
Empower Advisory Group, Llc Investment management $26,197
Eide Bailly Llp Accounting $12,500
Pasi, Llc Contract administrator $11,495
Empower Annuity Insurance Company O Recordkeeping fees $6,040