Cgr Products Inc. Employees' Profit Sharing Plan And Trust
Sponsored by Cgr Products Inc. · EIN 560795247 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 116
- With balances
- 177
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 |
|---|---|---|
| Valic Financial Advisors, Inc. CRD 42803 | deterministic · 100% | 2024 |
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valic Financial Advisors Inc | Investment advisory (plan), Direct payment from the plan | $39,242 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $18,551 |
| Envestnet Retirement Solutions | Investment advisory (plan), Direct payment from the plan | $6,279 |