AUMdb

Shared Support Inc. 401(k) Plan

Sponsored by Shared Support Inc. · EIN 202881218 · Plan #001

Total assets
$5.9M
Net assets
$5.9M
Active participants
226
With balances
151

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 Am Recordkeeping fees $26,660
Empower Advisory Group ,Llc Investment management $2,047
Cetera Investment Services Llc Other commissions $0
The Paragon Alliance Group, Llc Contract administrator $0