Efpr Group Llp 401(k) Profit Sharing Plan
Sponsored by Efpr Group Llp · EIN 472070220 · Plan #001
- Total assets
- $33.7M
- Net assets
- $33.7M
- Active participants
- 146
- With balances
- 185
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Ins Co Of Ny | Recordkeeping fees, Shareholder servicing fees, Securities brokerage | $23,724 |
| Modern Wealth Holdings Llc | Investment advisory (plan), Contract administrator | $17,571 |
| Lpl Financial Retirement Partners | Investment advisory (plan) | $10,574 |
| Bia Consulting Llc Dba Enhanced | Contract administrator | $650 |