The 401(k) Plan Americo, Crl & Ipfs
Sponsored by Americo Services, Inc. · EIN 431755148 · Plan #001
- Total assets
- $262M
- Net assets
- $262M
- Active participants
- 1,754
- With balances
- 2,200
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $88,445 |
| Creative Planning Llc | Investment advisory (plan) | $72,988 |
| Empower Financial Services, Inc. | Securities brokerage, Shareholder servicing fees, Other investment fees and expenses | $1,035 |