Colder's, Inc. 401(k) Plan
Sponsored by Colder's, Inc. · EIN 391750149 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 133
- With balances
- 142
Plan year beginning 07/01/2024 · 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 |
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
| Harbour Investments, Inc. CRD 19258 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Harbour Investments Inc. | Investment advisory (plan) | $10,800 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,535 |
| Blue Chip Retirement Plans, Inc. | Contract administrator | $6,446 |
| Rhoda, Smith & Associates, S.C. | Accounting | $4,800 |
| Envestnet Retirement Solutions, Llc | Investment advisory (plan) | $547 |
| Empower Advisory Group | Investment management | $284 |