AUMdb

Snyder & Associates, Inc. 401(k) Profit Sharing Plan

Sponsored by Snyder & Associates, Inc. · EIN 421379015 · Plan #002

Total assets
$60.0M
Net assets
$60.0M
Active participants
297
With balances
369

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $53,813
Empower Advisory Group, Llc Investment management $52,398
Empower Annuity Insurance Company Recordkeeping fees $4,294