AUMdb

Wayzata Minnesota Fixed Operations 401(k) Plan

Sponsored by Ed Napleton Oak Lawn Imports, Inc. · EIN 363480707 · Plan #002

Total assets
$5.1M
Net assets
$5.1M
Active participants
106
With balances
135

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
Mma Securities Llc CRD 44254 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
Empower Annuity Insurance Company O Recordkeeping fees $16,679
Mma Securities Llc Investment advisory (plan) $12,704
Empower Advisory Group, Llc Investment management $3,302