Cherrylake's 401(k) Plan
Sponsored by I.M.G. Enterprise Inc · EIN 581477943 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 441
- With balances
- 138
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $44,710 |
| Ubs Financial Services | Investment advisory (plan) | $26,836 |
| Florida Retirement Consultants | Contract administrator, Other fees | $6,095 |