Caledonia Farmers Elevator Company Profit Sharing 401(k) Plan & Trust
Sponsored by Caledonia Farmers Elevator Company · EIN 380394240 · Plan #002
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 116
- With balances
- 145
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 |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $37,241 |
| Empower Advisory Group, Llc | Investment management | $4,212 |
| Lpl Financial Llc | Other commissions | $0 |