AUMdb

Sleep International 401 K Plan

Sponsored by Sleep International, Llc · EIN 452400863 · Plan #001

Total assets
$425K
Net assets
$425K
Active participants
144
With balances
120

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 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
Empower Annuity Ins Co Of America Recordkeeping fees $3,054
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $1,212
Janet A Panebianco Cpa Pllc Contract administrator $500
Empower Advisory Group, Llc Investment management $3