Klingner & Associates, P.C. Retirement Plan
Sponsored by Klingner & Associates, P.C. · EIN 371179355 · Plan #001
- Total assets
- $38.5M
- Net assets
- $38.5M
- Active participants
- 149
- With balances
- 205
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Acec Retirement Trust | Other fees | $47,236 |
| Empower Annuity Insurance Company | Recordkeeping fees | $12,180 |
| Empower Advisory Group, Llc | Investment management | $7,594 |