AUMdb

Faber, Coe & Gregg 401(k) Plan

Sponsored by Faber, Coe & Gregg, Inc. · EIN 130690260 · Plan #001

Total assets
$2.7M
Net assets
$2.7M
Active participants
321
With balances
119

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $511
Advised Assets Group, Llc Investment management $1
Federated Securities Inc Other commissions $0
Empower Financial Services, Inc. Shareholder servicing fees $0