Joyce University Retirement Plan
Sponsored by Ameritech College Llc · EIN 274239279 · Plan #002
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 326
- With balances
- 427
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | 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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $49,012 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $42,755 |
| Empower Advisory Group, Llc | Investment management | $12,557 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $11.4M | 326 | ack 20251009102421NAL0006437537001 |
| 01/01/2021 | $5.3M | 269 | ack 20250902172948NAL0024755280001 |