Mittera Group, Inc. 401(k) Retirement Plan
Sponsored by Mittera Group, Inc. · EIN 421028248 · Plan #001
- Total assets
- $85.1M
- Net assets
- $85.1M
- Active participants
- 1,581
- With balances
- 1,236
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 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $116,744 |
| Wintrust Investments Llc | Investment advisory (plan) | $43,665 |
| Empower Advisory Group, Llc | Investment management | $32,164 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $25,137 |
| Empower Financial Services, Inc. | Securities brokerage | $125 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $10 |
| Empower Financial Services, Inc. | Securities brokerage | $2 |
| Empower Financial Services, Inc. | Distribution (12b-1) fees | $0 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |