AUMdb

Edf Renewables 401(k) Plan

Sponsored by Edf Renewables · EIN 521714774 · Plan #001

Total assets
$223M
Net assets
$223M
Active participants
1,628
With balances
2,041

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $186,395
Sageview Advisory Group, Llc Investment management $61,875
Empower Financial Services, Inc. Securities brokerage $1,525
Empower Financial Services, Inc. Securities brokerage $900
Empower Financial Services, Inc. Distribution (12b-1) fees $0
Empower Financial Services, Inc. Shareholder servicing fees $0