Bethel Farms, Lllp Retirement Plan
Sponsored by Bethel Farms, Lllp · EIN 650591113 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 139
- With balances
- 109
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $35,864 |
| Empower Advisory Group, Llc | Investment management | $10,542 |
| Suplee, Shea, Cramer & Miller P.A. | Accounting | $6,988 |
| Envestnet Retirement Solutions, Llc | Other fees | $2,804 |
| Morgan Stanley Smith Barney Llc | Other commissions | $0 |
| Morgan Stanley Insurance Services I | Other commissions | $0 |