Long Beverage, Inc. 401(k) Profit Sharing Plan
Sponsored by Long Beverage, Inc. · EIN 560568728 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 309
- With balances
- 150
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | 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 |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (plan) | $13,674 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $7,445 |
| Envestnet Retirement Solutions, Llc | Other fees | $1,200 |
| Empower Advisory Group, Llc | Investment management | $597 |