Populous 401(k) Retirement Savings Plan
Sponsored by Populous Group, Llc · EIN 431872565 · Plan #001
- Total assets
- $94.9M
- Net assets
- $94.9M
- Active participants
- 605
- With balances
- 712
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 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 |
|---|---|---|
| Cbiz Investment Advisory Services | Investment advisory (plan) | $84,730 |
| Empower Annuity Insurance Company | Recordkeeping fees | $57,964 |
| Empower Advisory Group, Llc | Investment management | $15,391 |