Fm Sylvan, Inc. 401(k) Savings Plan
Sponsored by Fm Sylvan, Inc. · EIN 223841378 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 166
- With balances
- 141
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 |
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gregory J Schwartz & Company Inc | Investment advisory (plan), Other fees | $29,569 |
| Doeren Mayhew & Co., P.C. | Accounting | $14,794 |
| Empower Annuity Insurance Company | Recordkeeping fees | $10,794 |
| Empower Advisory Group, Llc | Investment management | $9,109 |
| Alliant Insurance Services Inc | Contract administrator | $760 |