Northside Elevator, Inc. Profit Sharing Plan
Sponsored by Northside Elevator, Inc. · EIN 391051310 · Plan #001
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 108
- With balances
- 135
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Denali Wealth Management, Inc. CRD 153323 | 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 |
|---|---|---|
| Denali Wealth Management Carl Valim | Investment advisory (plan) | $33,949 |
| Empower Annuity Insurance Company | Recordkeeping fees | $17,896 |
| Blue Chip Retirement Plans, Inc. | Contract administrator | $10,470 |
| Empower Advisory Group, Llc | Investment management | $1,516 |