Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan
Sponsored by Mason, Bruce & Girard, Inc. · EIN 930753092 · Plan #002
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 77
- With balances
- 102
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 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 |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $18,954 |
| Empower Annuity Insurance Co | Recordkeeping fees | $15,754 |
| Prime Pensions Northwest Llc | Contract administrator | $10,754 |
| Empower Advisory Group, Llc | Investment management | $4,982 |
| Independent Retirement Consulti | Contract administrator | $665 |