Action Housing, Inc. Employee Retirement Plan
Sponsored by Action Housing, Inc. · EIN 250965469 · Plan #005
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 94
- With balances
- 135
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Gallagher Benefit Services | Investment advisory (plan) | $10,336 |
| M2 B Retirement Consulting, Llc | Contract administrator | $3,463 |
| Empower Annuity Insurance Company | Recordkeeping fees | $3,166 |
| Empower Advisory Group, Llc | Investment management | $1,116 |