Symmes, Maini & Mckee Associates, Inc. 401 K Plan
Sponsored by Symmes Maini & Mckee Assoc. Inc. · EIN 042745179 · Plan #004
- Total assets
- $63.2M
- Net assets
- $63.2M
- Active participants
- 209
- With balances
- 285
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 | $90,829 |
| The Paragon Alliance Group Llc | Contract administrator | $15,018 |
| Empower Advisory Group, Llc | Investment management | $2,946 |
| J Alden Associates Inc | Other commissions | $0 |