The Koehler Organization 401(k) Plan
Sponsored by The Koehler Organization · EIN 470650251 · Plan #333
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 483
- With balances
- 295
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Interstate Wealth Management | Other fees | $22,848 |
| Empower Advisory Group, Llc | Investment management | $1,882 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |