AUMdb

Step Energy Services (Usa) 401(k) Plan

Sponsored by Step Energy Services (Usa) Ltd. · EIN 371775333 · Plan #001

Total assets
$10.1M
Net assets
$10.1M
Active participants
309
With balances
243

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
Kestra Investment Services, Llc Investment advisory (plan) $18,309
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $5,700
Empower Annuity Insurance Company O Recordkeeping fees $4,184
Gallagher Benefit Services Inc Dba Investment advisory (plan) $3,222
Empower Advisory Group, Llc Investment management $133