Classic Home 401(k) Plan
Sponsored by Classic Concepts, Inc. · EIN 850384815 · Plan #003
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 201
- 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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Cambridge Investments, Llc CRD 174460 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan) | $33,221 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $26,595 |
| Empower Advisory Group, Llc | Investment management | $7,325 |
| Troug Ryding Company, Inc. | Contract administrator | $2,430 |
| Cambridge Investment Group | Investment advisory (plan) | -$16,735 |