Woodruff Sawyer & Co. Profit Sharing And Pre Tax Savings Plan
Sponsored by Woodruff Sawyer & Co. · EIN 941625126 · Plan #002
- Total assets
- $150M
- Net assets
- $150M
- Active participants
- 639
- With balances
- 797
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 | $61,351 |
| Empower Advisory Group, Llc | Investment management | $45,635 |
| Empower Financial Services, Inc. | Securities brokerage | $100 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |
| Empower Financial Services, Inc. | Distribution (12b-1) fees | $0 |