AUMdb

The Master's Academy 401(k) Plan

Sponsored by The Master's Academy Of Central Florida, Inc. · EIN 592663620 · Plan #001

Total assets
$5.2M
Net assets
$5.2M
Active participants
142
With balances
121

Plan year beginning 09/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Commonwealth Equity Services, Llc CRD 8032 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 Recordkeeping fees $11,956
Martin, Martin, Randall & Assoc. Contract administrator $7,692
Empower Advisory Group, Llc Investment management $7,126
Commonwealth Equity Services, Llc Investment advisory (plan) $6,465