Service Filtration Corporation 401(k) Plan
Sponsored by Service Filtration Corporation · EIN 362470050 · Plan #002
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 209
- With balances
- 249
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $26,667 |
| Clifton Larson Allen Wealth Advisor | Accounting | $15,500 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $10,259 |
| Empower Advisory Group, Llc | Investment management | $1,244 |